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Ameriprise Financial

Ameripriseadvisors.com is the official website of Ameriprise Financial, a leading financial services company that offers personalized financial planning and wealth management services to clients. The website provides information about the company's advisors, services, and resources to help individuals achieve their financial goals. Clients can access tools and resources to help them plan for retirement, manage investments, and protect their assets. With a focus on personalized advice and guidance, Ameriprise Advisors strives to help clients make informed financial decisions for a secure future.

  • Encrypted
    Site is Encrypted

  • Country
    Hosted in United States

  • City
    Durham, North Carolina

  • Latitude\Longitude
    35.994 / -78.8986    Google Map

  • Traffic rank
    #50,981 Site Rank

  • Site age
    19 yrs old

  • Site Owner information
    Whois info

Website is Safe
Site is not blacklisted

  • Stock price
    AMP,AMP,AMP,(NYSE),297.74 USD,297.74 USD,297.74 USD,,-8.53 (-2.79%)

  • Traded as
    NYSE,:,AMP,S&P 500,component

  • Founded
    1894

  • Founders
    John Tappan and J.R. Ridgway

  • Headquarters
    Ameriprise Financial Center,Minneapolis, Minnesota,U.S.

  • Key people
    James M. Cracchiolo,, Chairman &,CEO,Walter S. Berman,,CFO,Jeff Noddle,, director,Lon R. Greenberg,, director

  • Number of employees
    c. 12,000 (December 2021)

  • Subsidiaries
    Columbia Threadneedle Investments,RiverSource Life Insurance Company

Traffic rank
#50,981
Site age
19 yrs
Location
United States
Popular Questions for Ameriprise Financial
Will Ameriprise Advisors help me create a retirement plan? A: Yes, Ameriprise Advisors specializes in retirement planning and can help you create a comprehensive plan tailored to your specific goals and circumstances. Their financial advisors have in-depth knowledge and expertise in retirement planning, including factors such as Social Security optimization, investment strategies, tax-efficient withdrawal strategies, healthcare expenses, and legacy planning. By providing personalized advice and guidance, Ameriprise Advisors aims to help clients achieve a financially secure and fulfilling retirement.
Is Ameriprise Advisors a reliable financial planning firm? A: Yes, Ameriprise Advisors is a highly reputable and reliable financial planning firm. As a subsidiary of Ameriprise Financial, a leading wealth management company with over 125 years of experience, Ameriprise Advisors adheres to the highest industry standards and ethical practices. The firm has a team of knowledgeable and extensively trained financial advisors who possess the necessary certifications, such as CFP® (Certified Financial Planner), to offer expert advice and guidance. Furthermore, Ameriprise Advisors has a solid track record of helping clients achieve their financial goals, earning the trust of millions of individuals and families across the country.
What sets Ameriprise Advisors apart from other financial planning firms? Finally, Ameriprise Advisors places a strong emphasis on building long-term relationships with clients. Unlike transactional-focused firms, their advisors aim to forge personal connections with clients and provide ongoing support throughout their financial journey, regularly reviewing and adjusting their plans as circumstances change.
How can I find a financial advisor through Ameriprise Advisors? A: Finding a financial advisor through Ameriprise Advisors is a straightforward process. Visit the official website at ameripriseadvisors.com and click on the "Find an Advisor" tab. You will be directed to a page where you can enter your location or zip code to search for advisors near you. The search results will present a list of qualified financial advisors in your area, along with their profiles and areas of expertise. You can then review their credentials, experience, and client reviews, helping you make an informed decision.
Can Ameriprise Advisors help with estate planning and wealth transfer? A: Absolutely, Ameriprise Advisors has significant experience and expertise in estate planning and wealth transfer. They understand the complexities involved in efficiently transferring wealth while minimizing tax implications and ensuring the intended distribution of assets. Their financial advisors work closely with clients, their families, and estate planning
Newest job postings for Ameriprise Financial
Financial Advisor Coach
via Hireology posted_at: 21 days agoschedule_type: Full-timework_from_home: 1
At the Jambalaya Group, we help successful financial advisors become equally successful business owners. We achieve this by coaching and implementing change within the specific areas of business ownership, including Human Capital Management, Leadership, Practice Management, Business Management, Marketing, and Coaching/Training. This position will coach financial advisors/business owners in 1:1... and group sessions to develop skills, abilities, mindsets, At the Jambalaya Group, we help successful financial advisors become equally successful business owners. We achieve this by coaching and implementing change within the specific areas of business ownership, including Human Capital Management, Leadership, Practice Management, Business Management, Marketing, and Coaching/Training. This position will coach financial advisors/business owners in 1:1... and group sessions to develop skills, abilities, mindsets, competencies, and business acumen that will lead to long-term success in working with clients and leading their businesses. This position is responsible for the education, coordination, and execution of Advisor/Owner assessment, coaching and implementation, and related technology training. An additional area of focus will be investment management and more specifically, this position will aid practices with implementing repeatable investment management processes and train on related tools and methodologies. Additionally, active and meaningful participation in the Jambalaya Group team is a must.

We are looking for someone who has a professional, business coaching background, as well as someone who understands what it means to be a part of a true team with a client-service mentality. Our desire is to hire our next team member to join our smart, knowledgeable, goal-driven, client-focused, fun, outgoing, entrepreneurial, loyal, and dedicated team. Preferred education and experience include financial services designations (CFP, ChFC, CRPC, etc.), 7+ years of related experience in financial services and investment services, active securities licenses, sales training experience, financial planning, and demonstrated knowledge of Situational Leadership Styles.

For more info about us, check out our website at www.jambalayagroup.com. If you're interested in being a part of an innovative and diverse team, please apply by providing your resume, cover letter and desired compensation. Our compensation range is between $75-$105k to start. Thanks Show more details...
Associate Financial Advisor
via Salary.com posted_at: 3 days agoschedule_type: Full-time
Pariso & Associates, a private wealth advisory practice of Ameriprise Financial Services is seeking an Associate Financial Advisor to join our team. This position offers sizeable growth opportunities and compensation for the right candidate. The associate financial advisor will assist financial advisors in working with clients to help them achieve their financial goals. The employing franchise... owners will lead you as you hone your skills. This Pariso & Associates, a private wealth advisory practice of Ameriprise Financial Services is seeking an Associate Financial Advisor to join our team. This position offers sizeable growth opportunities and compensation for the right candidate.

The associate financial advisor will assist financial advisors in working with clients to help them achieve their financial goals. The employing franchise... owners will lead you as you hone your skills. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor

Responsibilities

Marketing and Client Acquisition
• Develop and implement annual marketing plan to meet client acquisition goals
• Implement key marketing activities including:
• Advisor website, social media, online client experience, client and prospect contact, seminars, and events

Financial Planning Advice & Product Solutions
• Prepare for client meetings focused on planning discussions
• Gather and enter client data into Financial Planning Tool Suite and perform case analysis
• Participate in and/or conduct client meetings to present recommendations/deliver advice
• Answer questions and provide information to clients as it relates to servicing their accounts
• Assess the client's goals and time frame
• Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Run illustrations and hypotheticals
• Persuade clients to act upon suitable advice/recommendations
• Execute appropriate trades to align with proposed portfolio
• Monitor economy, markets, and world events to determine any required strategic rebalancing
• Conduct transactions on behalf of clients

Business Management & Client Care
• Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate
• Assign and delegate work and provide feedback, when appropriate, to other practice support staff
• Participate in weekly staff meetings
• Set up and maintain client management system (i.e. Salesforce)
• Manage phone and email communication
• Maintain files and records in accordance with the records retention policy

Key traits of a successful associate financial advisor
• Independent and confident self-starter who can work well with minimum supervision
• Able to work in a fast-paced environment while managing multiple tasks/projects with competing deadlines and priorities
• Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Positive attitude and sincere willingness to constantly learn and grow

Required Qualifications
• College degree or higher
• 2 years of similar experience or a college degree in financial planning
• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident, and health insurance licenses

Why work with us at Pariso & Associates:
• We are a growing private wealth practice that is in the top tier of Ameriprise Financial
• Opportunity for growth while maintaining work/life balance
• We are a team that is passionate about achieving great results for clients and giving back to the communities where we live and work

Benefits:
• Paid time off - personal time and holidays
• Retirement plan with employer contributions
• Personal development, succession opportunity

Salary:
• $50,000 - $125,000 with additional upside potential Show more details...
Associate Financial Advisor
via Jooble posted_at: 5 days agoschedule_type: Full-time
Job Description The Associate Financial Advisor is a high-level position which requires demonstrated competence in the areas of practice operations, marketing, and administrative support within the Financial Services Field. This position provides client relationship support through managing and gathering client data, working with clients to resolve issues, and other practice management tasks as... needed. Responsibilities include activities related Job Description

The Associate Financial Advisor is a high-level position which requires demonstrated competence in the areas of practice operations, marketing, and administrative support within the Financial Services Field. This position provides client relationship support through managing and gathering client data, working with clients to resolve issues, and other practice management tasks as... needed. Responsibilities include activities related to individuals, businesses and organizations.

This position will consistently follow high standards of business, professional ethics, and legal and regulatory requirements when dealing with others and/or performing work activities.

Responsibilities

Essential duties, tasks, and responsibilities:
• Involved in developing strategic marketing and operations planning with the goal of increasing revenue and expanding the Company's client base.
• Responsible for the management of client relationships. Initiates and facilitates regular contact with clients to build and maintain relationships.
• Responds to client inquiries and manages the resolution of client issues. Provides follow-up as required.
• Acts as a liaison to licensed Franchise Advisor when sales-related activities are required.
• Prepares and processes client deliverables allowable under broker dealer/regulatory agency rules.
• Services clients by collecting and inputting data for financial plans, running scenarios, and closing out plans.
• Implements and executes programs designed to build and maintain relationships with existing clients.
• Prepares and ensures new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation, tracking new applications, and coordinating rollovers.
• Runs illustrations, proposals, and other reports for clients as needed. Prepares charts, graphs, tables, and other visual aids to be used in meetings with clients.
• Engages in analysis of client information relevant to client servicing.

Works in tandem with Advisor to establish and execute marketing plan for the practice. This includes, but is not limited to the following:
• Coordinating strategic planning for marketing and communications efforts;
• Developing and implementing plans for improving overall client experience;
• Involved in coordinating client events to meet prospective clients and deepen client relationships;
• Determining the type of events and seminars that should be planned based on the needs and interests of the audience;
• Deciding on the schedule of events and seminars and deciding on a target audience for each (clients, prospective clients, a mixture of both, etc.).
• Acts as a liaison to support staff to ensure a high level of assistance is provided to clients and that outstanding service levels are met at all times.
• Assigns and delegates work and organizes the workflow of support staff. Provides feedback, as needed.
• Builds and maintains a deep understanding of client needs, as well as industry trends, best practices, processes and solutions.

Required Qualifications

Education and/or Experience:
• Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
• Advanced degrees in related disciplines are helpful and preferred.
• Continued education- Lifelong learning is expected. Updates job knowledge by participating in educational opportunities, reading professional publications, and maintaining personal networks.

Certificates, Licenses, Registrations:
• Fully licensed in accordance with Ameriprise standards. The following licenses are required for the Associate Financial Advisor position: Current Driver's License, Series 7, Series 66, State life, accident, and health insurance licenses are also required.
• You are required to retain all necessary registration and licenses (including Continuing Education) for the Associate Financial Advisor position. You must maintain the above-mentioned licensing as well as retain any additional licensing that may become required for your position.

Performs research and due diligence. This includes, but is not limited to the following:
• Providing executive summary of all webinars, workshops, and educational events;
• Co-managing relationships with wholesalers;
• Providing investment analysis research, running illustrations and hypotheticals, preparing reports, and making recommendations; and
• Planning and conducting market research to identify alternative ideas and opportunities for the Practice.
• Collaborates with members of the management team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the rapid growth objectives of the Company.
• Engages in strategies designed to communicate essential information concerning the Company to existing clients.
• Explores opportunities to add value to job accomplishments and to the organization.
• Properly tracks and documents all client contact, including phone calls, messages, and attempts to contact in accordance with the Ameriprise Compliance Manual standards and requirements.
• Assists in preparation of annual operating plan of the firm.
• Responds to ad hoc requests, manages/coordinates projects, prepares client correspondence, provides support for closes, answers phones, and performs new business corrections and alerts, and other ad hoc duties.
• Supports compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment.
• Accepts and performs other activities as assigned.
• Regular and predictable attendance, punctuality, and strict adherence to the Company's attendance policy are essential functions of this position.
• Supervisory Responsibilities:
• This position has no supervisory responsibilities Show more details...
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