Advice and Wealth Management – Branch Operations Intern

Job Description

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!

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

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 intern projects may 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 2023 or May/June 2024

• Demonstrated leadership experience

Preferred Qualifications

• High degree of self-motivation with strong integrity and ethics

• Excellent organizational skills and ability to prioritize multiple projects

• Excellent communication, interpersonal, and presentation skills

• Ability to work and communicate collaboratively with others

• Proficient with Microsoft Office Suite

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.