Financial Services Operations Intern

Ameriprise • San Francisco, CA

2d

About The Position

Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026. 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 The Ameriprise Advisor Group (AAG) includes approximately 2,000 financial advisors and more than 800 operations partners across 160 branch offices in the U.S. AAG supports the practice of financial advisors who help clients plan to achieve their dreams and financial goals. We have dedicated leaders and operations partners focused on driving profitable growth in financial advisor practices. Obtain financial industry experience through direct Ameriprise Advisor Group (AAG) branch support and project work. During the internship you will obtain your Securities Industries Essentials (SIE) license.

Requirements

• Current Junior at a 4-year university pursuing a bachelor’s degree in Business Administration/Management, Finance, Financial Planning, Economics, Marketing, Communications, Business Analytics, or related field
• Graduation date of December 2026 or May/June 2027
• The company does not offer corporate undergraduate internships for students with F-1 visas.

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

• Coordinate with leaders to create and manage project plans and deliverables for advisors and internal stakeholders
• Gather data to track progress versus goal on key projects and send follow up communications
• Partner with leaders to execute the branch marketing programs
• Client relationship management by establishing new clients with Ameriprise, including introduction to the digital experience, addressing client service requests, and assisting in preparation or follow-up to meetings
• Evaluate social media engagement results for the branch to create a proposal for improvement
• Assess new client onboarding approach across the branch to create a proposal for increased consistency
• Review client acquisition, marketing and event strategy and execution across the branch and collaborate with branch leaders to improve results
• Analyzing the advisor insights across their client base to identify opportunities within the book of business

Benefits

• We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Number of Employees: 5,001-10,000 employees