Fidant Wealth Partners- Fall 2026 Intern
Take the first step toward a career in financial planning and wealth management by joining our growing Northern Kentucky practice as a Fall 2026 Intern. This hands-on internship provides meaningful exposure to the financial services industry, client relationship management, and the day-to-day operations of a successful financial planning practice affiliated with Ameriprise Financial.
As an intern, you will work closely with advisors, paraplanners, and support staff while contributing to projects that help deliver exceptional client service. You'll gain practical business experience, develop professional skills, and learn how financial planning professionals help clients achieve their goals.
This position is ideal for students interested in financial planning, business, finance, economics, communications, or related fields.
Key Responsibilities
Business Operations & Client Support
- Schedule client meetings and assist with appointment preparation
- Prepare meeting agendas, forms, and supporting documentation
- Make client reminder and follow-up calls
- Answer basic client service inquiries and direct requests appropriately
- Draft and prepare professional correspondence
- Coordinate with the Ameriprise home office regarding service-related matters
- Support advisors, paraplanners, and team members with administrative and operational tasks
- Maintain accurate records of client interactions and service requests
Projects & Process Improvement
- Assist with organizing and maintaining electronic client files
- Support database management and data integrity initiatives
- Participate in special projects designed to improve practice efficiency
- Research and implement organizational best practices
- Contribute ideas to enhance team workflows and client experiences
Client Experience & Office Support
- Welcome clients and visitors to the office
- Assist with setting up and maintaining client files
- Help ensure a professional and positive client experience
- Document client communications and update records as needed