Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice.
Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.
Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.)
Required Qualifications
Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
Active FINRA Series 7 or ability to obtain within 150 days.
Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days
Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days
Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) or ability to obtain within 150 days
3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements.
Requirements
3-5 years demonstrated sales success with proven ability to acquire clients and close business.
Proven leadership skills and ability to drive & motivate others to achieve results.
Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results.
Strong presentation skills and the ability to analyze data and reports to determine business opportunities.
Relevant industry designations are preferred (e.g. CFP)
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
Full-Time/Part
Benefits
Health insuranceVision insurance
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 Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources.
Ameriprise · New Orleans, LA