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Wealth Management Internship

Ameriprise Financial
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Internship Opportunity

Wealth Management Focus at Tiras Wealth Management

Join one of the most recognized wealth management teams in the country and gain real-world experience in financial planning and wealth management.

Internship Highlights

This internship offers a deep dive into wealth management with exposure to our team, culture, and mission to deliver the best client experience in the industry. You’ll collaborate with key team members, participate in critical projects, and gain insights into the processes that drive success in financial planning.

What You’ll Do

  • Attend client meetings and observe how advisors address real-world financial challenges
  • Learn how financial planning and wealth management strategies are developed and presented
  • Receive hands-on training from paraplanners on meeting preparation
  • Assist with taking meeting notes, tracking follow-up tasks, and managing client data
  • Help prepare tax review summaries and year-end tax analyses
  • Research client household relationships and beneficiary information
  • Learn Ameriprise systems and tools to support the business

Eligibility & Requirements

  • Rising senior pursuing a bachelor’s degree in Personal Financial Planning, Finance, Economics, or related field
  • Proficiency in Microsoft Office (Excel and Word) – training will be provided for specific applications
  • Strong attention to detail and a desire to learn about financial planning and wealth management

Internship Details

Duration: Summer, Fall and Year-Round Internship Opportunities

Hours: 20–30 hours per week

Pay: $15/hour

Products and Services

We specialize in personal financial planning for retirement, investments, wealth preservation strategies, tax management strategies, small businesses, and education funding.

How to Apply

Interested candidates should submit their resume to April Thomson at april.thomson@ampf.com.

Kick-start your career in wealth management with Tiras Wealth Management—where you’ll gain invaluable experience and work alongside an award-winning team.