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Academic Internships

AGENCY:         AMERIPRISE FINANCIAL

433 S. Main Street, Suite 325

West Hartford, CT 06110

 

INTERNSHIP CONTACT:  John Kelly, CFP, 313-8075, email: john.2.Kelly@ampf.com

 

AGENCY FUNCTION:  Financial Planner

 

INTERN ACTIVITIES:  Analyze clients' net worth by detailing assets and liabilities.  Review investment choices and project future value using computer models.  Update client database with investment values, client goals, etc.  Interns also complete an individual project based on own interests.  Past projects have included choosing a mutual fund, tax reduction methods, retirement planning, estate or education planning, and life insurance planning. Interns may also attend training meeting, client meeting and meet with representatives of mutual fund companies. See how many of the legal changes in the mutual fund industry have changed the way advisors now conduct business.

 

HOURS PER WEEK:  8 - 10

 

INTERNSHIP AVAILABLE:  FALL: Yes;   SPRING: Yes;   SUMMER: Yes

 

STIPEND:  No

 

 
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