Financial Planning Tools Intern (CFP® Pathway)
About The Position
About the Internship 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. Embark as an intern with us this summer and lay the foundation for your future. About the Role As a Financial Planning Tools Intern, you will help support and enhance the financial planning software used by Ameriprise advisors. These tools help advisors evaluate whether clients are on track to meet their financial goals and identify practical actions to improve outcomes. This role is ideal for students currently enrolled in a CFP® Board‑Registered academic program who are interested in how financial planning concepts are translated into scalable tools, platforms, and advisor resources.
Requirements
- Currently pursuing a bachelor’s degree through a CFP® Board‑Registered undergraduate program (e.g., Financial Planning or Personal Financial Planning)
- Anticipated graduation date of December 2026 or May/June 2027
Nice To Haves
- Strong interest in the financial planning profession and CFP® certification pathway
- Ability to apply financial planning concepts to hypothetical client situations
- Detail‑oriented with the ability to assess accuracy and consistency in financial information
- Strong written and verbal communication skills, including the ability to explain complex concepts clearly
- Proven organizational and time‑management skills
- Proficiency with Microsoft Office, particularly Excel
- Solid understanding of basic statistics and mathematical concepts
Responsibilities
- Analyze and explore Ameriprise financial planning software to understand planning logic, workflows, and user experience
- Apply financial planning concepts (retirement, insurance, investment, education, estate planning) to validate assumptions and calculations within planning tools
- Participate in testing and quality review to confirm software enhancements function as intended and align with financial planning principles
- Develop clear, concise documentation and reference materials to support advisor use of new planning features
- Assist with troubleshooting and researching more complex or escalated planning‑tool questions
- Collaborate with internal partners to understand how financial planning concepts are applied in advisor‑facing platforms
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Number of Employees
5,001-10,000 employees
