Keeping what's important in mind
To us, providing financial advice means one thing — making a difference in people's lives so they can be more confident about their financial future. As a new financial advisor, you will learn about our comprehensive suite of products and solutions along with our unique approach to financial planning. The result? You'll become a trusted resource for your clients — and they'll be more loyal to you.
Planning is what makes us different
We believe the best way to help clients reach their financial goals is through step-by-step planning. Not cookie-cutter solutions but well-developed personalized plans based on:
- Relevant, long-term relationships
With powerful planning tools, you'll discover what's most important to clients, work with them to plan for their immediate and long-term goals and dreams, and track their progress over time. - A holistic view of each client's financial needs
Our approach to planning encompasses three key areas — investments, protection, and cash and liabilities.
A wide array of products and solutions
You'll have access to a broad array of product solutions — both nonproprietary and those under our Ameriprise, RiverSource and Columbia Management brands — including thousands of mutual funds from approximately 150 fund families.1
Confident Retirement® approach
This exclusive framework addresses one of the most important investment considerations for clients — meeting their retirement income needs. The Confident Retirement approach helps you understand each client's retirement dreams, have a valuable discussion, identify gaps and recommend solutions.
Presenting the Confident Retirement® approach
Putting it all together
Our extensive training program will show you how you will use these resources to deepen your relationship with your clients while you build your practice.