Financial Services Field Internship

Harrisburg, PA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

At Thrivent we believe money is a tool not a goal. Driven by a higher purpose at our core we are committed to providing financial advice investments insurance banking and generosity programs to help people make the most of all theyve been given. If you have a heart for service and a passion for helping others reach their financial goals wed like to connect with you.

We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors participate in a robust training program with other interns and support Thrivents involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis exposure to industry-specific programs critical-thinking exercises career-development best practices marketing tactics and real-world training.

Participate in a robust orientation and training program.
Shadow financial advisors during client meetings workshops community events and daily work.
Learn to prepare financial plans and analyses.
Gain exposure to MoneyGuidePro Morningstar and other financial planning software platforms.
Participate in team meetings that include weekly activity updates new trends and concepts.
Observe regional seminars and workshops.
Attend virtual seminars with corporate employees to better understand the industry and the profession.
Work with the Engagement Team to develop a strategy to integrate Thrivents generosity programs.
Collaborate with other interns to research and present a project based on best practices in building a financial services business.

Position Qualifications:

College junior or senior working toward a degree in business finance marketing or related field.
Strong technical computer aptitude and knowledge of business tools (MS Outlook Word Excel PPT).
Strong analytical and problem-solving skills; oraland written communication skills.

Course Credit:

Thrivent internships are available for course credit but must be coordinated with your school administration.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.

Required Experience:

Intern

Participate in a robust orientation and training program.
Shadow financial advisors during client meetings workshops community events and daily work.
Learn to prepare financial plans and analyses.
Gain exposure to MoneyGuidePro Morningstar and other financial planning software platforms.
Participate in team meetings that include weekly activity updates new trends and concepts.
Observe regional seminars and workshops.
Attend virtual seminars with corporate employees to better understand the industry and the profession.
Work with the Engagement Team to develop a strategy to integrate Thrivents generosity programs.
Collaborate with other interns to research and present a project based on best practices in building a financial services business.

Position Qualifications:

College junior or senior working toward a degree in business finance marketing or related field.
Strong technical computer aptitude and knowledge of business tools (MS Outlook Word Excel PPT).
Strong analytical and problem-solving skills; oraland written communication skills.

Course Credit: