Management and Management Systems at an Ameriprise Financial Services’ Branch
My father taught me about the stock market when I was very young and growing up I always had had an interest in investing and the markets in general. After high school, developing a career as a financial consultant seemed very appealing. I found a company, which I will refer to as “XYZ Financial Advisors,” that would sponsor me so that I could get the necessary licenses to register as a financial advisor with the plethora of agencies that require it. After a month of study, I easily passed the exams that would allow me to practice as a professional financial advisor.
About six months later, I realized that the management of the advisory firm I was working for just didn’t support the staff underneath them and I made a decision to leave the company. I knew I had found the right field – I loved, and still love working in the industry – but I needed to find a system that would help me succeed.
The next month I had an offer to join the ranks of Ameriprise Financial Services, a Fortune 300 Advisory firm, provided that I got a different set of more specialized licenses. This meant more intensive study and a prolonged unemployment, but the opportunity was too good to pass up. It was at this point that I decided to go back to school as well. I figured as long as I was going to be at home studying, I could kill two birds with one stone. Today, I am in pre-appointment (training) program at Ameriprise’s Redwood Shores, California Branch.
I didn’t realize it at the time I joined, but the differences in management styles and systems at Ameriprise made a huge difference in not only the efficiency in which business was done but also in the morale ...