Financial Advising Intern

Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The intern position supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides business management support through a variety of different projects that may include; gathering client data or other client deliverables, implementing a scoreboard and cadence of accountability, coordinating marketing events for the practice and organizing client files. May respond to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as maintain the client management system. Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.