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

Boca Raton, FL, USA

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

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients prepare for retirement, manage investments, and make informed financial decisions. Clients work with advisors to create personalized financial plans that address their specific goals and concerns, such as risk management and mortgage strategies. What sets Ameriprise apart from competitors is their focus on building long-term relationships with clients and providing tailored advice that considers both current and future financial needs. The company's goal is to empower individuals to achieve their financial dreams and live confidently in retirement.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

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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