Financial Advisor (Current Employee) – Vienna, VA – September 14, 2012
I started my career not long out of college with American Express Financial advisors (now Ameriprise). It's been a good 9+ years but with so much change in management structure, it is hard to move up and advance which is what I want. Time for me to take a look elsewhere.
Administrative Assistant/Receptionist (Former Employee) – Richmond, VA – November 13, 2016
This was my favorite job. I learned so many different things that only advanced me. Management needs some help with communicating. I was there for a year and half and at my 6 month review I was told I was doing great, at my year review I was told I was doing great and at my 1 1/2 year review I was told the same thing. Only to be laid off in October because in their eyes I didn't "own my position". If I wasn't meeting their expectations or needed improvement in areas there was plenty of time to be told to do so. The hardest part of the job was working on events when tasked with scheduling conference rooms for over 20 advisors, buying all office supplies, stocking the kitchen, scheduling appointments, and basically anything that needed to be done. I loved this job and the company. Great pay, great benefits, great atmosphere.
Benefits, co-workers were friendly, Monday-Friday job
Not being able to leave for lunch, lack of communication
Productive and fun workplace with many opportunities for learning.
Planning Assistant (Current Employee) – Richmond, VA – November 7, 2016
A typical day at work includes client outreach (setting appointments, checking in, preparing mailing for clients, and assisting with any client questions via email or telephone), data entry, and meeting preparation. I have learned and mastered many skills during my four years at Ameriprise such as data entry, customer service, microsoft office, meeting prep, multitasking, meeting deadlines, etc. I have found the work environment to be pleasant and my co-workers encouraging. The most enjoyable part of the job was knowing that I helped lessen the burden of a client's financial situation.
VICE PRESIDENT (Former Employee) – Minneapolis, MN – November 2, 2016
I spent most of my career to date with Ameriprise and have nothing but good things to say about the company- and anything that might not have been optimal I'm sure I could say about any group of people/company. Excellent opportunities for advancement, strong commitment to employee training and growth. Challenging assignments. Excellent benefits. Solid Pay.
Intern (Current Employee) – Radford, VA – October 26, 2016
My favorite thing about Ameriprise Financial is that they have the most CFP holders of any financial planning firm in the USA. This illustrates their moral and legal obligation to put the client first at all times.
ParaPlanner (Former Employee) – Knoxville, TN – October 23, 2016
Ameriprise is a very progressive company with a great CEO. However the local office that I worked in was ran by someone who was very calculating and who played on my emotions to get me to leave so he could replace me with a family member. I will never forget what he did to me.
Good company overall.
Not all of the franchise owners are honest and compassionate of others.
A typical day at work included doing special projects for my employers. When clients would come in I would greet them, ask them if they wanted a beverage, and if they had any questions I would answer them.
I learned how a financial services practice is run, and how to interact with clients. I would sit in on client meetings, so I could be able to do this in the future. They prepared me in every way possible to be a financial advisor.
Management and co-workers were great. They helped me whenever they could, and answer questions I had about the business or a specific project I was working at.
The hardest part of the job was taking the tests to be licensed and become a financial advisor. The most enjoyable part of the job was getting hands on experience and learning from my employers.
Administrative Assistant (Current Employee) – De Pere, WI 54115 – October 10, 2016
Review calendars and emails of senior leaders that I support, assist with any schedule changes, etc. Prepare documents, equipment, etc. as necessary for meetings. Schedule travel when necessary. Submit expense reports and / or invoices for payment. The hardest part of the job would be juggling 5 leaders within 3 different departments. The most enjoyable part of the job is working with the leaders that I support, assisting them within their respective departments, and getting to work with the amazing people on their teams.
Opportunities to learn and drive change.
No flexibility. Would enjoy a better work / life balace.
LONG TERM CARE/POLICY CHANGE ASSISTANT (Former Employee) – Minneapolis, MN – October 5, 2016
I worked in the policy change department. A typical day would consist of answering phone calls from brokers and clients in regards to their Life Insurance policy. I would calculated premiums based on changes they wanted to make. I was also responsible for inputting changes to Long Term Care policies based on a rate increase in each state.