Financial Planning Intern

internship - part time,

Ameriprise Financial
Glendale, CA
Closed
Posted 76 Days ago
Ameriprise Financial
Glendale, CA
internship - part time,
Posted 76 Days ago
Closed

Description

Financial Planning Intern Ameriprise Financial Private Wealth Advisor - Glendale, CA 5 hours agoPart-time$15 an hour Apply Now Education * High School Diploma or GED Skills * Computer Skills * Microsoft Word * Outlook Ameriprise Financial is a fortune 200 company. We are currently looking for a part-time intern. This is an ideal opportunity for anyone majoring or minoring in Economics, Business, or Accounting. The duties and responsibilities for this position include, but are not limited to: -assist advisor in client meeting preparation, financial planning preparation, and portfolio construction -organize and help manage general office environment -perform daily service transactions for clients while adhering to compliance and regulatory policies Hiring Criteria: -exceptional organizational skills and attention to detail -excellent verbal and written communication skills -strong computer skills (MS Word, Excel, and Outlook) -able to prioritize and perform multiple tasks in a dynamic, fast-paced environment Job Types: Part-time, Internship Salary: $15.00 /hour Education: * High school or equivalent (Required) Work Location: * One location Working days: * Monday * Tuesday * Wednesday * Thursday * Friday

Skills

accounting, economics, financial planning, microsoft excel, microsoft word, microsoft outlook, organization, construction, business, written and verbal communication, written communication, attention to detail, hiring, regulatory compliance, private wealth management

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