CPT Financial Services Representative Jobs
Financial Services Representative roles in banking, brokerage, and insurance fall under SOC code 41-3031 and qualify for CPT when your program includes a finance, business, or economics curriculum component. Your DSO must authorize each CPT position before you start work, and the role must connect directly to your coursework.
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Get Access To All JobsAt 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 they’ve been given. If you have a heart for service and a passion for helping others reach their financial goals, we’d 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 Thrivent’s 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 Thrivent’s 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; oral and 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 to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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 they’ve been given. If you have a heart for service and a passion for helping others reach their financial goals, we’d 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 Thrivent’s 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 Thrivent’s 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; oral and 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 to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
See all 452+ CPT Financial Services Representative Jobs
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Get Access To All JobsFinancial Services Representative CPT: Frequently Asked Questions
Does a Financial Services Representative role qualify for CPT?
Yes, if your degree program includes a finance, economics, business, or related curriculum component and the role is an integral part of your coursework. Your DSO makes the final determination. Roles focused on client account management, investment products, or financial planning typically satisfy the curricular connection requirement, but you'll need documentation linking specific job duties to your program's learning objectives.
Can I work as a Financial Services Representative at a bank on CPT while still enrolled?
Yes. CPT allows full-time or part-time work during enrollment as long as your DSO authorizes the specific position and employer. Full-time CPT of 12 months or more eliminates your OPT eligibility, so if you're planning a 12-plus-month internship or co-op at a bank or brokerage, discuss the OPT impact with your DSO before accepting the offer.
How do I find Financial Services Representative employers who understand CPT?
Search for Financial Services Representative openings on Migrate Mate, which surfaces employers with Labor Condition Application filing history for this occupation. That history indicates the firm has worked with visa-authorized employees before and is less likely to rescind an offer when you explain CPT requirements. Firms in banking, asset management, and insurance consistently appear in LCA disclosure data for this role.
What happens if my CPT employer wants me to get a FINRA license?
FINRA licenses like the Series 7 or Series 63 require employer sponsorship through a FINRA-member firm. Your CPT authorization doesn't restrict you from pursuing licensing during that work period, but the employer must submit a Form U4 on your behalf. Confirm the employer is a registered FINRA member and willing to sponsor the exam registration before you start, since the process takes 30 to 60 days.
Does CPT for a Financial Services Representative role affect my OPT or H-1B eligibility?
Part-time CPT has no effect on OPT eligibility regardless of duration. Full-time CPT totaling 12 months or more eliminates your OPT eligibility entirely. H-1B visa eligibility is unaffected by CPT. If the role is a full-time co-op or year-long rotation, calculate your CPT duration carefully and consult your DSO to preserve OPT as a post-graduation option for future H-1B cap-gap coverage.