Financial Advisor in Training Intern

ameriprise; Minneapolis (MN); Hybrid; USD 3,306,000 - 3,857,000; Full time

Job summary

Ameriprise Financial is seeking an Intern or Leadership Development Program participant to grow through meaningful projects and mentorship within a global financial services organization. You will make outbound client calls, shadow meetings, and develop a personalized plan with your leader to guide your early-career path.

This in-office collaboration environment emphasizes face-to-face teamwork, with four days in the office and one work-from-home day per week, while you pursue FINRA SIE

Qualifications

• Current junior at a four-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 2027 or May/June 2028.

Responsibilities

• Develop outbound calls to clients for the financial advising teams.
• Schedule client appointments for our financial advising teams.
• Engage in continuous personal development through trainings and community activities.
• Study to obtain FINRA SIE licensing.
• Participate in Ameriprise Financial corporate internship learnings and development opportunities.
• Collaborate closely with client experience teams.

Skills

Self-motivation

Integrity and ethics

Communication

Interpersonal skills

Education

Pursuing Bachelor's degree (current Junior)

Tools

Microsoft Office Suite

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

At Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource, we're committed to helping early-career talent grow through meaningful work and practical learning. Whether you're joining us as an Intern or Leadership Development Program participant, you'll work alongside experienced colleagues, contribute fresh perspectives, and gain exposure to the people, projects, and experiences that drive our business forward. Guided by our values of excellence in all we do and respect for individuals and our communities, participants will have opportunities to connect with Executive Leadership through our ELT Speaker Series, gaining insights from senior leaders across the business, while also making a positive impact through our annual volunteering day.

This is an exciting opportunity to develop your skills, expand your network, and explore what's possible across a global financial services organization.

How you'll spend your time...

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 SIE 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 2027 or May/June 2028

If you also had this, it would be great:

• 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

Additional Information

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

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 salary for this role is $26.44. 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.

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

If you require a reasonable