Experienced Financial Advisors
Experienced advisors who join Ameriprise have a dedicated transition team to support them and their clients.
This is where your questions are answered
Our transition professionals are among the most experienced in the financial industry, and many have been with Ameriprise Financial for years. They're dedicated to making sure client and product transitions are handled smoothly.
Before you make the move
Our primary objective is to give you a complete understanding of what joining Ameriprise Financial will mean to you, your book of business and your clients. That's why we offer extensive due diligence before you decide to make the move. We'll be available to:
- Discuss our approach to advice-based relationships and the opportunities available to you
- Show you how your book of business will transition by outlining our service and product offerings
- Make sure all your questions are answered — gathering additional information whenever necessary
Getting off to a strong start
As soon as you join Ameriprise Financial, you'll have the support you need to start off strong and continue successfully, including:
- A dedicated practice transition manager to ensure you have access to the resources you need and understand our technology
- The support of a local field vice president, who is available to answer questions, discuss your local and regional business concerns and provide hands-on training for the first 120 days
- On-site orientation for you and your staff (for practices with more than $250,000 in revenue)*
*Where applicable