Intern

Ethos Financial Partners - A private wealth advisory practice of Ameriprise Financial Services, LLC

Our Firm

Ethos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked independent practices at Ameriprise and are a thriving and growing team practice.

We are seeking an experienced candidate in our Thornton, CO office. We also have office locations in Grand Junction, CO and Albuquerque, NM.

Talented people join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice-based experience, we help individuals and families achieve confidence and financial peace of mind. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.

Position Purpose

Ethos Financial Partners is a premier Ameriprise franchise. We are a thriving and growing financial advisory practice and are seeking a candidate in our Thornton, CO office to fill time internship role over the summer and ideal continue part time through the school year. Our internship program is designed to provide an inside look at the financial planning practice and small business operation. Through training and experience an intern will assist advisors and staff members while also gaining exposure to client service, financial planning, marketing, and internal operations.

Job Description

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist in daily business operations allowing the advisor to focus on client acquisition and deepening client relationships.

Provide support across the business through a variety of different projects that may include scheduling meetings, preparing client communications, tracking new business correspondence, setting up and maintaining the client management system, and coordinating marketing events.

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.

Position Functions:

Client Service

• Greet and extend hospitality to clients and document client communications
• Conduct client appointment reminder calls and check-in calls on follow up items
• Attend and notate client meetings
• Draft summary letters from client meetings
• Prepare agenda and financial planning notes for weekly meetings
• Scanning & verification of client documents
• Gather data for due diligence tracking (Mutual funds, Active portfolios etc.)
• Update client files to assist in maintaining compliance requirements
• Provide service and assistance to clients through our task work order system

Marketing

• Preparing for and working company events to help generate new leads
• Maintaining and updating advisor websites to help build brand awareness
• Update drip marketing campaigns
• Research best practices and new event opportunities
• Completing gift tasks for current and new clients
• Submitting gifts and leads through our online compliance system

Operations and Other Projects

• Complete office productivity and technology projects
• Identify process efficiencies
• Other duties assigned by management

Requirements

• Effective communication with clients, advisors and staff
• Strong computer and phone skills
• Efficient time management, organization, attention to detail, and multitasking skills
• Ability to adhere to rules and regulations required by advisors and Ameriprise Financial
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to continually learn and grow

Educations and Other Designations

• High school degree or higher
• Enrolled college student (Preferably Sophomore or Junior status)

Salary

• $20/hour

More About Ethos Financial Partners

Mission Statement:

At Ethos Financial Partners, we are devoted to helping people live more confident and fulfilled lives by protecting what matters most. To accomplish this, our team of professionals works together to develop a customized roadmap tailored to each client’s values, financial objectives, and life goals.

Vision Statement:

To be the financial advice team of choice by helping our communities fulfill and protect their life dreams.

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

• Investments
• Retirement Planning Strategies
• Saving for Education
• Cash Flow Management Strategies
• Charitable Giving
• Estate Planning Strategies
• Family Finances
• Insurance
• Retirement Income Strategies
• Small Business
• Tax Planning Strategies
• Wealth Preservation Strategies
• Women's Financial Strategies