Financial Advisor Intern: Client‑Focused Trainee

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

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.