Full-Time

Associate 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

Senior, Expert

Orlando, FL, USA + 1 more

More locations: Winter Park, FL, USA

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Risk Management

You match the following Ameriprise Financial's candidate preferences

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

Degree
Experience
Requirements
  • Active Series 7 or ability to obtain within 150 days.
  • Active State securities agent registration (S63 or S66) or ability to obtain within 150 days.
  • State IAR registration (S65 or S66) or ability to obtain within 150 days.
  • Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
  • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
  • 3+ years of people management experience + 4 years of professional experience.
  • Excellent compliance record and knowledge of compliance requirements.
Responsibilities
  • 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.
  • 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.
  • Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth.
  • Contribute to 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 respect for the communities in which we live and work.
  • 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.)
Desired Qualifications
  • 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)

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 who can help them make informed decisions. What sets Ameriprise apart from competitors is their focus on personalized financial planning and the emphasis on building a confident retirement strategy tailored to individual needs. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

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

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