Financial Advisor in Training Internship

Ameriprise Financial Services, LLC

Applications Closed

Posted about 1 month ago

Internship

Minneapolis, Minnesota

Hybrid

Smart Summary

As a Financial Advisor in Training intern, responsibilities include making outbound calls to clients on behalf of financial advising teams, studying for FINRA licenses, and shadowing client meetings. Interns will also develop and deepen relationships with current clients via telephone and schedule appointments for the advising teams.

This internship is designed for current juniors pursuing a bachelor's degree, preferably with an interest in personal finance or related fields. Key responsibilities include developing client relationships, scheduling appointments, and studying for FINRA Series 7 licensing. Strong communication, organizational skills, and a high degree of self-motivation are highly valued.

Must Have Skills for ATS

Outbound Dials

FINRA Licensing Study

Client Meeting Shadowing

Relationship Development

Client Appointment Scheduling

Personal Development

Community Activities

FINRA Series 7 Licensing

Client Experience Teams

Self-Motivation

Integrity

Ethics

Organization

Time Management

Communication

Interpersonal Skills

Job Description

About Our Company


We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs. As you spend the summer with us, learning and growing, you’ll also spend time getting to know your fellow interns during team building exercises. With access to our Business Resource Networks – which includes the Black Employee Network, Young Professionals Network, PRIDE Network – you will increase your own sense of belonging and engage in important networking and development opportunities.

Benefits of Internship:
• Competitive wages
• Develop professionally and personally
• Challenging and significant work
• Exposure to senior leaders
• Network with peers and co-workers
• Involvement in the community
• Positioning for the future

At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too.

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community.

Key Responsibilities:

As a Financial Advisor in Training intern, you will focus on making outbound dials to our clients on behalf of our financial advising teams, studying to obtain FINRA licenses, shadowing client meetings. During your first few weeks with the team, you will create a personalized development plan focused on your goals with your leader. Responsibilities vary depending on assigned projects(s) and may include:

  • Develop and deepen relationships with current clients via the telephone

  • Schedule client appointments for our financial advising teams

  • Engage in on-going personal development through classes, trainings, and community activities

  • Study to obtain FINRA Series 7 licensing

  • Participation in Ameriprise Financial corporate internship learnings and development opportunities

  • Work closely with our client experience teams
     

Required Qualifications

  • Current Junior at a 4-year university pursuing a bachelor’s degree; open to all majors

  • Interest in Personal Finance, Financial Wellness, Financial Planning or related fields

  • Graduation date of December 2026 or May/June 2027

Preferred Qualifications

  • High degree of self-motivation with strong integrity and ethics

  • Proven organization skills and ability to manage time effectively

  • Excellent communication, interpersonal, and presentation skills

  • Ability to work and communicate collaboratively and constructively with others

  • Proficient with Microsoft Office Suite

The company does not offer corporate undergraduate internships for students with F-1 visas.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process

Base Pay Salary

The estimated hourly rate for this role is $26.44/hr. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Human Capital

Line of Business  

AFG Ameriprise Franchise Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Ameriprise Financial Services, LLC

At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs.  Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.  Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.   Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social  *Ameriprise Financial Q1 2024 Earnings Release.

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