Financial Planning Tools Intern (CFP® Pathway)
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 24th April 2026.
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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
About the Internship
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
As a Financial Planning Tools Intern, you will help support and enhance the financial planning software used by Ameriprise advisors. These tools help advisors evaluate whether clients are on track to meet their financial goals and identify practical actions to improve outcomes. This role is ideal for students currently enrolled in a CFP® Board‑Registered academic program who are interested in how financial planning concepts are translated into scalable tools, platforms, and advisor resources.
Key Responsibilities
Responsibilities vary by project and may include:
- Analyze and explore Ameriprise financial planning software to understand planning logic, workflows, and user experience
- Apply financial planning concepts (retirement, insurance, investment, education, estate planning) to validate assumptions and calculations within planning tools
- Participate in testing and quality review to confirm software enhancements function as intended and align with financial planning principles
- Develop clear, concise documentation and reference materials to support advisor use of new planning features
- Assist with troubleshooting and researching more complex or escalated planning‑tool questions
- Collaborate with internal partners to understand how financial planning concepts are applied in advisor‑facing platforms
Required Qualifications:
- Currently pursuing a bachelor’s degree through a CFP® Board‑Registered undergraduate program (e.g., Financial Planning or Personal Financial Planning)
- Anticipated graduation date of December 2026 or May/June 2027
Preferred Qualifications:
- Strong interest in the financial planning profession and CFP® certification pathway
- Ability to apply financial planning concepts to hypothetical client situations
- Detail‑oriented with the ability to assess accuracy and consistency in financial information
- Strong written and verbal communication skills, including the ability to explain complex concepts clearly
- Proven organizational and time‑management skills
- Proficiency with Microsoft Office, particularly Excel
- Solid understanding of basic statistics and mathematical concepts
The company does not offer corporate undergraduate internships for students with F-1 visas.