Day in the Life

When you start as an advisor, you absorb everything you hear and learn from your leaders and people that have been doing this for a long time. They hold your hand until you're ready to go out on your own.

A day in the life of an advisor

Ameriprise financial advisors are passionate about helping others; passionate about progress; passionate about success. It's why our advisors come to work each day, ready to succeed.

As an Ameriprise financial advisor, your days will include a variety of different activities. Building your client base is a key activity, so prospecting is a part of every financial advisor's daily routine, whether you're conducting a financial seminar for potential clients, meeting with a civic organization to develop relationships within your community, or taking an existing client and some of their friends to dinner to get to know your clients better and be introduced to potential clients.

Once your client list begins to grow, you'll find that more of your time is spent focusing on your client's specific financial needs. This includes conducting initial information gathering meetings, developing detailed financial plans for your clients and consistently following up with each of your clients. Many financial advisors find this to be the most satisfying part of the job.

The following is an example of a typical day in the life of an Ameriprise financial advisor.

  • Training session with Field Vice President

    8:00 a.m.

  • Prospecting and follow-up calls to clients

    9:00 a.m.

  • Creating a financial plan for latest client

    10:30 a.m.

  • Attending Ameriprise Lunch and Learn

    Noon

  • Meeting with prospective client

    2:00 p.m.

  • Meeting prospective client with Dream Book® guide.

    3:30 p.m.

  • Planning a marketing event

    5:00 p.m.

  • Dining with client and friends

    6:00 p.m.
Your responsibilities will change over time.

As your career and your practice grow, you'll find the time you spend prospecting, serving existing clients and managing your practice changes as well.

Financial advisory services and investments available through Ameriprise Financial Services, Inc. Member FINRA and SIPC, an Ameriprise Financial, Inc. company. Ameriprise Financial Services, Inc. is an equal opportunity employer. This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for information purposes only. Associate Financial Advisors are not employed by Ameriprise Financial, but are employees of or contract with an Independent Franchisee Financial Advisor. Ameriprise Financial, 1491 Ameriprise Financial Center, Minneapolis, MN 55474 09/08 MN Permit #F-3872

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