Financial Advisor in Training Internship

Ameriprise•Minneapolis, MN

7d•Onsite

About The Position

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 Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs. As you spend the summer with us, learning and growing, you’ll also spend time getting to know your fellow interns during team building exercises. With access to our Business Resource Networks – which includes the Black Employee Network, Young Professionals Network, PRIDE Network – you will increase your own sense of belonging and engage in important networking and development opportunities. Benefits of Internship: Competitive wages Develop professionally and personally Challenging and significant work Exposure to senior leaders Network with peers and co-workers Involvement in the community Positioning for the future At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. Key Responsibilities: 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 and Series 7 licensing Participation in Ameriprise Financial corporate internship learnings and development opportunities Work closely with our client experience teams

Requirements

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 2026 or May/June 2027
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Nice To Haves

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 on-going personal development through classes, trainings, and community activities
Study to obtain FINRA SIE and Series 7 licensing
Participation in Ameriprise Financial corporate internship learnings and development opportunities
Work closely with our client experience teams