Aspiring Financial Advisor – Training & Licensing Path

Ameriprise Financial; Paradise (NV); Hybrid; USD 74,390,000 - 82,656,000; Full time

Benefits offered by this job

In-office collaboration

Job summary

Ameriprise Financial is offering a Financial Advisor in Training internship designed for current juniors pursuing a bachelor’s degree. You will make outbound calls to clients, study for FINRA SIE licensing, and shadow advisor meetings while developing a personalized plan with your leader.

You’ll gain hands-on experience in client relationships, appointments, and development opportunities within a global financial services firm. In-office collaboration is a core part of the program.

Qualifications

• Current Junior at a 4-year university pursuing a bachelor’s degree; open to all majors.
• Graduation date of December 2027 or May/June 2028.
• Interest in Personal Finance, Financial Wellness, Financial Planning or related fields.
• 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.

Responsibilities

• Develop and deepen relationships with current clients via the telephone.
• Schedule client appointments for our financial advising teams.
• Engage in ongoing personal development through classes, trainings, and community activities.
• Study to obtain FINRA SIE licensing.
• Participation in Ameriprise Financial corporate internship learnings and development opportunities.
• Work closely with our client experience teams.

Skills

Communication

Organization

Presentation skills

Teamwork

Microsoft Office

Education

Pursuing Bachelor’s degree

Job description

Ameriprise Financial is offering a Financial Advisor in Training internship designed for current juniors pursuing a bachelor’s degree. You will make outbound calls to clients, study for FINRA SIE licensing, and shadow advisor meetings while developing a personalized plan with your leader.

You’ll gain hands-on experience in client relationships, appointments, and development opportunities within a global financial services firm. In-office collaboration is a core part of the program.