Financial Services Operations Intern

Posted 2 Days Ago
Be an Early Applicant
Winter Park, FL
Junior
Fintech
The Role
The Financial Services Operations Intern will work on various projects that support financial advisors, including project management, data analysis, and client relationship management. Interns will gain industry experience and have the opportunity to obtain their Securities Industries Essentials license during the internship.
Summary Generated by Built In

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
Ready to launch your career? Join the Ameriprise Financial internship program where we offer meaningful work in a FORTUNE 500® company within the Financial Services industry! 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.
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.

Responsibilities vary depending on assigned projects(s) and may include:

  • 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

Examples of past intern projects include:

  • 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

Required Qualifications

  • 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 2025 or May/June 2026

Preferred Qualifications

  • 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

The company does not offer corporate undergraduate internships for students with F-1 visas.

About Our Company

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
 
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.


About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Human Capital

Line of Business

AAG Ameriprise Advisor Group

The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.

We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Learn how you can build your career at Ameriprise Financial.

*Ameriprise Financial Q2 2020 Statistical Supplement

All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.

By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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