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

Boca Raton, FL, USA

Category
Financial Planning and Analysis (FP&A)
Sales & Trading
Finance & Banking
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 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 demand for personalized advice can drive more clients to Ameriprise.
  • Digital financial planning tools enhance client engagement and streamline advisor interactions.
  • Growing interest in ESG investing allows Ameriprise to expand its sustainable product offerings.

What critics are saying

  • Departure of key advisors and data breaches pose significant risks to Ameriprise.
  • Legal disputes with LPL Financial could damage Ameriprise's reputation and client trust.
  • Recruitment of former Ameriprise leaders by competitors may lead to talent loss.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice amid economic uncertainty and market volatility.
  • The firm leverages digital tools to enhance client engagement and streamline interactions.
  • Ameriprise provides ESG investment products, catering to the growing interest in sustainable investing.

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