We are a seasoned team with extensive experience advising high net worth and ultra high net worth families to grow and preserve wealth.
We provide advice in the following areas:
Financial Planning - Financial Security, Financial Independence
Wealth Management - Portfolio Design, Tax Efficiency, Risk Management
Family Wealth Planning - Family Governance, Family Dynamics
Private Wealth - Coordination of professionals (Tax, Legal, Investment, Insurance) - Estate & Wealth Transfer Planning, Asset Protection, Charitable Planning, Business Strategies & Solutions, Bank & Trust Services
The Finance Internship is a path to an associate role or full time career advisor role within Palm Beach Associates of Thrivent Financial.
Duration and Time Commitment - 1-3 hours per week for 6 weeks
Age 21+
Can be located anywhere in the United States
Personalized - 1:1 training
Curriculum:
- Personal Development/Self Planning
- Setting and Achieving Goals
- Prospecting & Marketing
- Finance Education – Economy & Markets, Monetary Policy, Fiscal Policy, International
- Core components of financial planning, wealth management, family wealth, and private wealth
- Planning Tools
- Practical learning through hypothetical models and real-life examples
As part of the application process, applicants are required to submit a 250-word personal statement describing their interest in a career as a financial advisor and outlining their objectives for completing the Finance Internship. Please also include your education and any relevant background information that you would like to include.
Please Submit your information via email to john.leavitt@thrivent.com
