Financial Advisor in Training Intern

Threadneedle group; Minneapolis, Northern (MN, KY); Hybrid; USD 30,000 - 43,000; Full time

Benefits offered by this job

In-office collaboration

Hybrid work schedule

Job summary

Ameriprise Financial in Minneapolis is offering an Internship for a Financial Advisor in Training. You will make outbound calls to clients, shadow meetings, and study to obtain FINRA licenses while working with experienced advisors to develop your growth plan.

The program emphasizes in-office collaboration, with at least four days in the office and one day remote weekly, and opportunities to participate in leadership development and volunteering. Graduation timelines are 2027/2028.

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

Responsibilities

• 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

Skills

Self-motivation

Organization skills

Communication skills

Interpersonal skills

Presentation skills

Collaboration

Education

Pursuing bachelor’s degree

Graduation 2027/2028

Tools

Microsoft Office

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 & 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 will 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.

• 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

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

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

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.

• 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 accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Since 1894

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years.

Through our businesses

Across a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.

As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

Ameriprise US | Careers
Ameriprise India | Careers
Columbia Threadneedle Investments US | Careers
Columbia Threadneedle Investments EMEA APAC | Careers
RiverSource | Careers