Financial Advisor in Training Intern

Ameriprise Financial Services, LLCAmeriprise Financial Services, LLCMinneapolis, Minnesota, United States | Las Vegas, Nevada, United States | Charlotte, North Carolina, United States
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Posted

10/5/2026

Employment

Full time, Internship

Range

$26 - $26/hr

Work style

Hybrid

4 days in office

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AI summary

Core responsibilities

The intern will focus on making outbound calls to clients to deepen relationships and schedule appointments for advising teams. They will also shadow client meetings and study to obtain FINRA SIE licensing.

Requirements overview

Candidates must be a current junior at a 4-year university pursuing a bachelor's degree with an expected graduation date of December 2027 or May/June 2028. Applicants should have an interest in personal finance and possess strong communication and organizational skills.

Key skills

Financial PlanningClient Relationship ManagementCommunicationTime ManagementInterpersonal SkillsPresentation SkillsMicrosoft Office SuiteFinancial WellnessPersonal FinanceOutbound Calling

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Education requirements

bachelor degree

About Ameriprise Financial Services, LLC

Industry

Financial Services

Employees

17,782

Type

Public Company

Size

5,001-10,000 employees

At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs.  Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.  Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.   Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social  *Ameriprise Financial Q1 2024 Earnings Release.

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Job categories

Finance & AccountingCustomer Service & SupportManagement & Leadership

Description

About Our Company 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 At Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource, we're committed to helping early-career talent grow through meaningful work and practical learning. Whether you're joining us as an Intern or Leadership Development Program participant, you'll work alongside experienced colleagues, contribute fresh perspectives, and gain exposure to the people, projects, and experiences that drive our business forward. Guided by our values of excellence in all we do and respect for individuals and our communities, participants will have opportunities to connect with Executive Leadership through our ELT Speaker Series, gaining insights from senior leaders across the business, while also making a positive impact through our annual volunteering day. This is an exciting opportunity to develop your skills, expand your network, and explore what's possible across a global financial services organization. How you’ll spend your time… 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 licensing Participation in Ameriprise Financial corporate internship learnings and development opportunities Work closely with our client experience teams Required Qualifications 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 2027 or May/June 2028 If you also had this, it would be great: 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 Additional Information The company does not offer corporate undergraduate internships for students with F-1 visas. In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process Base Pay Salary The estimated hourly salary for this role is $26.44. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Human Capital Line of Business AFG Ameriprise Franchise Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Requirements

  • •Financial Planning
  • •Client Relationship Management
  • •Communication
  • •Time Management
  • •Interpersonal Skills
  • •Presentation Skills
  • •Microsoft Office Suite
  • •Financial Wellness
  • •Personal Finance
  • •Outbound Calling

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