We provide advice in the following areas:
Financial Planning - Financial Security, Financial Independence
Wealth Management - Grow & Preserve Wealth - Portfolio Design, Tax Efficiency, Risk Management
Advanced Wealth Management - Coordination of professional advisors (Tax, Legal, Investment), Estate & Wealth Transfer Planning,
Charitable Planning, Asset Protection, Business Strategies & Solutions, Executive Compensation, Family Governance & Education, Family Dynamics, Bank & Trust Services
Virtual Finance Internship Opportunity
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+ (Jr year of college completed)
Can be located anywhere in the United States
Personalized - 1:1 training
Curriculum:
- Personal Development
- Finance Education – Economy & Markets, Monetary Policy, Fiscal Policy, International
- Core components of financial planning & wealth management
- Core components of a financial advisory practice
- 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 carlos.perez@thrivent.com
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