Financial Advisor

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Ameriprise Financial
3824 Northern Pike
Monroeville, PA
Posted: July 29 2015
Application Deadline: Available Year-round
Position: 2 Full-time, Paid

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Description

John Tappan founded Ameriprise Financial with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Over the years, we've helped millions of people invest billions of dollars for what's important to them. Today, we are America's leader in financial planning and a leading global financial institution, with more than $800 billion in assets under management and administration.

As an Ameriprise Financial intern you’ll gain real-life perspective and valuable experience. Students and recent graduates perform real-world work at a FORTUNE 500® company and achieve bottom-line results. You can choose the area that fits you best, from advisor support to human resources to marketing and much more. You'll also gain career-building skills and get a chance to network in a supportive, high-energy, team-based atmosphere.

In our program at Ameriprise Financial, you'll work on projects where your input and ideas are encouraged and welcomed. What's more, you'll participate in professional seminars, social events and volunteer activities that will help you meet the right people and build your business skills. With all of this experience under their belts, it's no surprise that many candidates who successfully complete our internship program move on to successful careers at Ameriprise.

Responsibilities

Build and maintain a client base, keeping current client plans up-to-date while engaging new clients on an ongoing basis.

Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.

Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.

Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.

Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.









Requirements

Must be located in the Pittsburgh, PA area and be in your senior year, as the ideal candidate has potential to transition directly into full-time employment at the completion of the internship.

We look for candidates with a strong academic background and passion to succeed, who are well-rounded and have participated in a variety of activities. To qualify for the program you'll need a minimum 3.3 GPA, proven leadership skills, relevant work experience and a genuine interest in the financial services industry. Ideal applicants are creative, strategic thinkers with strong communication and project management skills.

To prepare for an interview with Ameriprise Financial, you should know the basics about our company and our business. Be ready to discuss your strengths and development opportunities, your major accomplishments, what you seek in a job, and why you want to work at Ameriprise Financial. Be prepared with some questions about current issues that affect our business or things you'd like to know about the company.

How To Apply

Apply
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