Financial Services Intern

Internship Position 

At Summit House Wealth, we build relationships before we ever build portfolios. Our mission – We help clients live their best life by reducing their stress, simplifying their lives and inspiring confidence in their financial future. —is at the heart of everything we do. We believe that open communication and collaboration are key to a successful partnership with clients and our team members.  We help our team to forge their career paths by providing never ending learning and growth opportunities.  As life changes, we adjust to ensure our clients and team stay on track to achieve their personal, professional and financial goals.   

Our team values are important to us at Summit House Wealth Partners. Through collaboration, focusing on helping others and taking ownership, we build strong connections with our teammates and clients as we strive for excellence. 

Collaboration - Working together, listening actively and being flexible 

Excellence - Pursuit of the highest level of optimal performance 

Helping Others - Placing importance on serving others with quality and value 

Taking Ownership - Owning success and failures, taking things to completion 

Relationships - Strong connection with clients, team members and the community 

Outline of position:  

Assist in client meeting preparation process including client emails 

Data collection and input  

Answer phones and provide client service  

Schedule and manage client appointments 

Conduct client appointment reminder and Personalized Contact calls 

Perform database maintenance and clean-up projects as needed 

Eligibility/schedule: 

This program is intended for college students in their freshman or Sophomore year. Expectations are up to 20 hours a week Monday through Friday with office hours from 8:30 am to 6 pm starting January 2026. Specific schedules are agreed to between intern and management and are dependent on class schedules, the needs of the firm, and specific assignments/projects.  We encourage both in-person and remote applicants to apply.  

Key Traits of a Successful Intern: 

Effective verbal and written communication with clients, advisors and team  

Strong computer and phone skills 

Efficient time management, organization, attention to detail, and multitasking skills 

Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial 

Positive attitude and sincere willingness to continually learn and grow 

Education and Other Designations: 

High school degree or higher 

Enrolled college student interested in the financial services, communications or business  

Compensation: 

Starting at $17/hour 

To apply, send your résumé and cover letter to moriah.perry@ampf.com. 
 
This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.