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Financial Advisor in Training Internship - Las Vegas

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Ameriprise Financial Services, LLC

Nov 29, 2023

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • Las Vegas

Requirements

  • Required Qualifications:
  • Current Junior at a 4-year university pursuing a bachelor’s degree; open to all majors
  • Interest in Personal Finance, Financial Wellness, or Financial Planning
  • Graduation date of December 2024 or May/June 2025
  • 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.

Responsibilities

  • As a Financial Advisor in Training intern, you will focus on setting up client appointments for our financial advising teams, study to obtain FINRA licenses, shadow client meetings, and create personalized development plans. 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 Series 7 licensing
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Ameriprise Financial Services, LLC

Finance
Industry
5001-10,000
Employees
1894
Founded Year

Mission & Purpose

At Ameriprise Financial, we have helped our clients feel confident about their financial futures for more than 125 years. Our network of more than 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. 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 Q3 2021 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. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved. 1 Certified Financial Planner Board of Standards, Inc. and based on the number of financial planning clients disclosed annually by SEC-registered investment advisers. 2. Ameriprise Financial Q3 2021 Statistical Supplement.