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Financial Advisor in Training - Las Vegas

Employer
Ameriprise Financial
Location
Las Vegas, Nevada
Salary
Paid internship, salary discussed with recruiter
Closing date
Sep 30, 2023

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary

Job Details

Our 11-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 intern with us this summer and lay the foundation for your future.

Key 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  

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.

Company

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