Advisor Career Development Associate Branch Manager

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.

Key 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.

Preferred Qualifications

• Masters degree or equivalent.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

Full timeExemptSalesAAG Ameriprise Advisor Group