Financial Services Operations Intern - Ameriprise - San Francisco, California, United States

Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026.

Our 10-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.

About the Role

The Ameriprise Advisor Group (AAG) includes approximately 2,000 financial advisors and more than 800 operations partners across 160 branch offices in the U.S. AAG supports the practice of financial advisors who help clients plan to achieve their dreams and financial goals. We have dedicated leaders and operations partners focused on driving profitable growth in financial advisor practices.

Obtain financial industry experience through direct Ameriprise Advisor Group (AAG) branch support and project work. During the internship you will obtain your Securities Industries Essentials (SIE) license.

Key Responsibilities:

Responsibilities vary depending on assigned projects(s) and may include:

• Coordinate with leaders to create and manage project plans and deliverables for advisors and internal stakeholders

• Gather data to track progress versus goal on key projects and send follow up communications

• Partner with leaders to execute the branch marketing programs

• Client relationship management by establishing new clients with Ameriprise, including introduction to the digital experience, addressing client service requests, and assisting in preparation or follow-up to meetings

Examples of past intern projects include:

• Evaluate social media engagement results for the branch to create a proposal for improvement

• Assess new client onboarding approach across the branch to create a proposal for increased consistency

• Review client acquisition, marketing and event strategy and execution across the branch and collaborate with branch leaders to improve results

• Analyzing the advisor insights across their client base to identify opportunities within the book of business

Required Qualifications:

• Current Junior at a 4-year university pursuing a bachelor’s degree in Business Administration/Management, Finance, Financial Planning, Economics, Marketing, Communications, Business Analytics, or related field

• Graduation date of December 2026 or May/June 2027

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.

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The hourly rate for this role is $23 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Human Capital

Line of Business

AAG Ameriprise Advisor Group