Internship

Financial Services Operations Intern

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Winter Park, FL, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Communications
Marketing
Business Analytics

You match the following Ameriprise Financial's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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 2025 or May/June 2026
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
Desired 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

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor who can help them make informed decisions. What sets Ameriprise apart from competitors is their focus on personalized financial planning and the emphasis on building a confident retirement strategy tailored to individual needs. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

Company Size

10,001+

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital financial planning tools enhances client engagement.
  • Growing demand for personalized financial advice aligns with Ameriprise's service model.
  • The rise of ESG investing supports Ameriprise's integration of ESG factors.

What critics are saying

  • Legal disputes over cash-sweep practices could lead to financial penalties.
  • Departure of advisors to competitors may impact client retention and growth.
  • Recruitment of new advisors may increase operational costs.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a human advisor model.
  • The firm integrates ESG factors into investment strategies to meet client demand.
  • Ameriprise has been recognized as a Military Friendly Employer for eleven consecutive years.

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Benefits

Remote Work Options

Hybrid Work Options

Company News

Wealth Management
Feb 14th, 2025
Deals & Moves: LPL, Ameriprise Add Advisors Amid Mounting Legal Disputes

Ameriprise also announced Tuesday that financial advisor Jeff Impey had left LPL to join its branch channel division to partner "with a client-focused firm that offers extensive support and resources."

InvestmentNews
Feb 11th, 2025
LPL welcomes $630M sibling advisor duo from Corebridge

Meanwhile, Ameriprise Financial announced it has added Jeff Impey to its branch channel.

Yahoo
Jan 6th, 2025
Ameriprise Asks Judge to Toss Clients' Cash-Sweep Lawsuit

Four investors are suing Ameriprise in federal court in Minneapolis, accusing it of breach of fiduciary duty and contract, and saying it should have paid them a higher interest rate on uninvested cash.

Illumyfi
Jan 6th, 2025
25-Year Industry Veteran Brings $140 Million in Assets to Ameriprise Financial

MINNEAPOLIS-(BUSINESS WIRE)-Financial advisor Ben Fogarty, MBA, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with nearly $140 million in assets.

Twin Cities
Dec 22nd, 2024
Business People: Jan Malcolm, Brian Thun added to Blue Cross board

Ameriprise Financial, Minneapolis, announced that Jason Holt, an Ameriprise financial adviser with a practice in Wayzata, has received the 2025 Five Star Wealth Manager award by Five Star Professional, a third-party research firm.