Financial Advisor in Training Intern - Start FINRA Path

Ameriprise Financial Services, LLC; Minneapolis (MN); Hybrid; USD 30,000 - 43,000; Full time

Job summary

Ameriprise Financial is offering an in-office Financial Advisor in Training internship in Minneapolis. You will make outbound calls for our financial advising teams and study to obtain FINRA licenses while shadowing client meetings.

You’ll create a personalized development plan with your leader to achieve goals. You will develop relationships with clients, schedule appointments, and participate in corporate internship opportunities, with a focus on personal finance and financial planning.

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.
• Proficient with Microsoft Office Suite; strong communication and teamwork skills.
• Interest in Personal Finance, Financial Wellness, Financial Planning or related fields.

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 and trainings.
• 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

Interpersonal skills

Presentation skills

Organization skills

Time management

Collaboration

MS Office proficiency

Education

Current junior pursuing bachelor's degree

Graduation Dec 2027 or May/Jun 2028

Tools

Microsoft Office Suite

Job description

Ameriprise Financial is offering an in-office Financial Advisor in Training internship in Minneapolis. You will make outbound calls for our financial advising teams and study to obtain FINRA licenses while shadowing client meetings.

You’ll create a personalized development plan with your leader to achieve goals. You will develop relationships with clients, schedule appointments, and participate in corporate internship opportunities, with a focus on personal finance and financial planning.