Full-Time

Advisor Career Development Associate Branch Manager

Posted on 11/15/2024

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Mid

Tampa, FL, USA

Category
Customer Success Management
Sales & Account Management
Requirements
  • 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.
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.

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 conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor. What sets Ameriprise apart from competitors is their focus on personalized financial conversations and the emphasis on rational decision-making in investing. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

Company Stage

N/A

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Joining Ameriprise offers the opportunity to work with a leading financial planning firm with a strong reputation and extensive client base.
  • The company's focus on personalized financial advice allows advisors to build meaningful relationships with clients, enhancing job satisfaction.
  • Ameriprise's philanthropic efforts and community involvement can provide employees with a sense of purpose and pride in their work.

What critics are saying

  • Legal disputes, such as the ongoing lawsuit with LPL Financial, could impact Ameriprise's reputation and create a challenging work environment.
  • The competitive nature of the financial advisory industry may pressure Ameriprise to continuously innovate and differentiate its services.

What makes Ameriprise Financial unique

  • Ameriprise Financial emphasizes personalized financial planning and advisor-client relationships, setting it apart from competitors who may focus more on automated or impersonal services.
  • The firm's Confident Retirement® approach and focus on retirement readiness provide a unique value proposition in the financial advisory market.
  • Ameriprise's commitment to philanthropy, as evidenced by nearly $2 million in grant funding, enhances its reputation as a socially responsible company.

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