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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 more than 5,000 mutual funds and 400 separately managed accounts.

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.

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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.

 

The Confident Retirement approach is not a guarantee of future financial results.