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.
Office Assistant (Former Employee) – Dearborn, MI – March 19, 2018
I worked part-time for 3 financial advisors. The work was typical admin chores - calling clients, scheduling appointments, processing paperwork through their database. I enjoyed speaking with their clients.
Close to home
No room for advancement, was contract part-time, when I was let go I was lied to.
Ameriprise is not about fun. About service, work ethic, being client centric.
Business Consultant, Franchise Field VP (Former Employee) – Dallas, TX – March 18, 2018
Excellent culture with outstanding senior leadership on Executive Team. Leadership opportunities have become limited with shrinking of the Leadership hierarchy. Advisors do a strong job serving clients and doing the right thing for those clients.
Strong Senior Leadership and moral foundation of the company as a whole.
Limited upward mobility unless residing and working in corporate offices
IT Consultant (Current Employee) – Flint, MI – March 15, 2018
I worked for an independent agent so I was did not have access to corporate benefit offerings save fee waivers on my financial packages. If I didn't work, I didn't get paid. I was never offered paid holidays, vacations, or any pto.
Administrative Assistant (Current Employee) – Bangor, ME – February 25, 2018
A typical day at work for me varies from day to day. I enjoy working in a fast-paced environment and completing multiple tasks daily. My main priority everyday is client confidentiality and monitoring compliance with every task I complete. I spend talking with clients and working with the financial advisor I work with. We work as a team and I enjoy the work a great deal.
Financial Advisor (Former Employee) – Chicago, IL – February 21, 2018
This was a sales position right out of College. It was a great learning experience and I had a few of the best and most motivational managers. When dealing with the corporate office, most people there were happy and upbeat. It was a great overall company, I just was not wanting to stay in sales.
Market Group Field Implementation Leader (Former Employee) – Minneapolis, MN – February 21, 2018
I was the Office Manager for at least 35 employees which included Management and Financial Advisers. I also assisted the CEO with his daily activities such as reports, meetings, recruiting, and schedule. I was later promoted to Implementation Manager of which I was in charge of the entire Pacific Northwest of Independent Financial Advisers. My responsibility was to teach them out to generate new business through such activities as client dinners, business plans and executing a marketing plan for each adviser.