Financial Planning and Analysis Intern jobs in United States
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Ameriprise Financial Services, LLC · 19 hours ago

Financial Planning and Analysis Intern

positionFolsom, CA
timeInternship
remoteOnsite
seniorityIntern

Ameriprise Financial Services, LLC is seeking a Financial Planning and Analysis Intern to join their team. This part-time, paid internship offers students the opportunity to gain experience in financial planning, income tax, estate planning, and investments while working with a reputable wealth management team.

CommercialConstructionProperty ManagementReal EstateResidential
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H1B Sponsor Likelynote
Hiring Manager
Catherine Heath, MBA, BFA™, CFP®, CRPC®, APMA®
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Responsibilities

Work on strategic projects
Client relationship building/marketing
Social Media Marketing
Client meeting preparation
Client meeting follow-up tasks
Assist in scheduling meetings
Assist in new client on-boarding processes
Perform other administrative related support duties

Qualification

FinanceProblem-solvingCommunication skillsTeamworkSelf-confidenceMulti-taskingInitiativeGoal orientedOrganizational skills

Required

A minimum GPA of 3.2 and currently enrolled in an accredited 4-year institution
Proven problem-solving ability – apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative
Strong listening, verbal, and written communication skills
Communicate well and work within a team
Ability to take initiative and act effectively to propose creative solutions
Self-confidence/perseverance/strong work ethic – remain positive and maintain progress towards a goal
Goal oriented – highly motivated and resourceful to achieve results
Proven track record of trustworthiness, dependability, and ethical behavior
Ability to multi-task and still pay close attention to detail and accuracy
Plan, organize and make things happen

Preferred

Preferred Major in Finance or Business

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
linkedin

Recent News

MarketScreener
Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
MarketScreener
Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase