Lead the branch with integrity. Perform front-line supervision 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.
Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice.
Required Qualifications
Bachelors degree or equivalent
3 - 5 years of relevant work experience.
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 FINRA Series 24, or 9/10 or ability to obtain in 90 days
Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days
Active State IAR registration (S65 or S66) or ability to obtain within 150 days
Active Life and Accident/Health insurance license or ability to obtain within 150 days
Proven success driving business growth.
Proven leadership skills and ability to drive and motivate an organization to achieve results.
Demonstrated sales success with proven ability to acquire clients and close business.
Self driven and achievement oriented.
Ability to execute a playbook to drive results.
Strong presentation skills.
P&L expense management and ability to analyze data and reports to determine business opportunities.
Knowledgeable and able to develop networks within the community.
Excellent compliance record.
Requirements
Masters degree and/or relevant industry designations 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-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
Ameriprise Financ
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 Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible to understand the local market and execute a business plan to growth the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
Ameriprise · Brookfield, WI