Chloe Wilson Portfolio

Position Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial

planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of

Ameriprise Financial. Assist in daily business operations.

This position completes tasks which allow the advisor to focus more time and energy on client acquisition and

deepening client relationships. The intern position supports the many different tasks for which the practice is

responsible and ties directly to the overall business plan of the practice. This position allows the advisor the

assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise

Financial guidelines.

This role provides business management support through a variety of different projects that may include;

enrolling clients in Total View, gathering client data or other client deliverables, implementing a scoreboard and

cadence of accountability, coordinating marketing events for the practice and organizing client files. May

respond to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as