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Step into an instrumental role. Help conduct the smooth operations of a fast-paced – and friendly – financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.


This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The intern position supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.


This role provides business management support through a variety of different projects that may include; enrolling clients in Total View, gathering client data or other client deliverables, implementing a “Four Disciplines of Execution” scoreboard & cadence of accountability, coordinating marketing events for the practice and organizing client files. May respond to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as maintain the client management system.
 

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:


50% Business Management Projects
• Schedule client appointments and prepare agendas and forms for appointments
• Sit in on client meetings
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Conduct client appointment reminder calls and check-in calls on follow up items
• Prepare correspondence for advisor signature
• Copy and follow-up with home office on related issues
• Do an assessment of the practices' online and local presence. Make a recommendation to the practice and implement the initiatives
• Lead the initiative of implementing a scoreboard & cadence of accountability for the practice
• Set up clients on the Secure Site, enroll in Total View, conduct meetings to educate clients about features of the tool
• Coordinate marketing events for the practice
• Assist the paraplanner(s), associate financial advisor(s) and advisor(s)
• Perform other allowable duties as assigned by the financial advisor(s)


30% Client Care
• Conduct client appointment reminder calls and check-in calls on follow up items
• Prepare correspondence for advisor signature
• Greet clients upon arrival
• Set up and maintain client management system
• Document client contact/calls


20% Ad Hoc Projects
• Lead the initiative of implementing a scoreboard & cadence of accountability for the practice
• Set up clients on the Secure Site, enroll in Total View, conduct meetings to educate clients about features of the tool


Key Traits of a Successful Intern
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow
• Entrepreneurship mindset Education and Other Designations 

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