Advisor Career Development Associate Branch Manager

Responsibilities

• Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics.
• Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business.
• Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors.
• Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and gaps to leadership.
• Required Qualifications
• Bachelors degree or equivalent.
• 3 - 5 years relevant experience required with a proven track record of success.
• Active FINRA Series 7.
• Active State Securities Agent Registration (S63 or S66).
• Active State IAR Registration (S65 or S66).
• Active Life and Variable Contracts insurance licenses.
• Maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
• Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received.
• Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business.
• 3+ years of people management experience.
• Excellent compliance record and knowledge of compliance requirements.

Requirements

• Masters degree or equivalent.
• Base Pay Salary
• Full-Time/Part-Time
• Full time
• Exempt/Non-Exempt
• Exempt
• Job Family Group
• Sales
• Line of Business
• AAG Ameriprise Advisor Group
• We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Benefits

Additional Information

About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Advisor Career Development Associate Branch Manager will help drive profitable growth by leading, coaching, and developing assigned Advisor Career Development (ACD) advisors in a specified Region hub. Responsible for hiring and delivering a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planning results for all ACD hub advisors.

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