Full-Time

Branch Manager

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Compensation Overview

$68.6kAnnually

+ Bonus + Commission

Mid, Senior

San Francisco, CA, USA

Category
Customer Success Management
Field Sales
Sales & Account Management
Required Skills
Sales
Data Analysis

You match the following Ameriprise Financial's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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 within 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
Responsibilities
  • Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch’s unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth.
  • Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
  • 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.
  • Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
  • 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.
Desired Qualifications
  • Masters degree and/or relevant industry designations preferred (e.g. CFP)

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in discussions with advisors to explore various financial decisions, such as whether to pay off a mortgage early, considering both the potential savings and other important factors. What sets Ameriprise apart from competitors is their focus on personalized conversations that guide clients toward achieving their financial goals, particularly in retirement planning. The company's goal is to empower individuals to live the life they have earned by providing tailored financial advice and support.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital tools can enhance client engagement and streamline interactions.
  • Growing trend of ESG investing attracts more clients to Ameriprise.
  • Rise of robo-advisors presents an opportunity for Ameriprise to expand digital offerings.

What critics are saying

  • Client data breaches due to departing advisors pose significant security concerns.
  • Legal challenges related to cash-sweep interest rates could impact financial stability.
  • Reputational risk from public disputes with competitors may affect client trust.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a network of experienced advisors.
  • The firm has a strong focus on retirement planning and readiness.
  • Ameriprise is recognized as a Military Friendly Employer for 11 consecutive years.

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Benefits

Remote Work Options

Hybrid Work Options