Week One:

During the first week of my internship, I focused on understanding the structure, workflow, and client service approach of the financial advising team. I was introduced to the firms operational systems, observed client communication processes, and began learning how the team works together.

January 27th, 2026

I Started on my training program for Ameriprise Financial. I completed the OED Welcome Video, as well as New Hire Field Compliance Curriculum four hour course training.

January 29th, 2026

Our team had a ramp-up meeting with the Ameriprise team, where they help with any needs we have. We meet with them every-other week.

January 30th

This was my first day in the Groves location. I was able to shadow an advisor and listen to client phone calls, collect information to enter into a data sheet.