Branch Growth Leader: Coach Advisors & Wealth Strategy

00015 Ameriprise Financial Services, LLC.; North Atlanta (GA); Hybride; USD 90 000 - 125 000; Plein temps

Résumé du poste

Ameriprise Financial Services, LLC is seeking an Associate Branch Manager to lead a team of advisors, drive growth in a branch, and coach professionals to deliver exceptional client experiences. This role emphasizes strategic planning, revenue growth, and adherence to core values across a small geography or large office.

The ABM will recruit, onboard, and develop advisors while managing resources, risk, and client outcomes.

Qualifications

• 3+ years of people management experience.
• 4+ years in professional financial services.
• Active registrations per listed licenses or ability to obtain within 150 days.
• Strong compliance history and knowledge of compliance requirements.

Responsabilités

• Lead, coach and develop advisors to drive revenue growth.
• Create compelling business plans focused on growth, client acquisition, and retention.
• Recruit and onboard high-quality advisors; manage end-to-end candidate experience.
• Provide regular coaching and performance reviews (1:1s) weekly.
• Ensure adherence to Ameriprise core values and client focus in all activities.
• Oversee risk management to protect client interests.

Connaissances

People management

Sales

Client acquisition

Formation

Series 7 license

State Securities Agent Registration (S63 or 66)

Life, Health & Variable Contracts licenses

Investment Adviser Representative (Series 65/66)

Description du poste

Ameriprise Financial Services, LLC is seeking an Associate Branch Manager to lead a team of advisors, drive growth in a branch, and coach professionals to deliver exceptional client experiences. This role emphasizes strategic planning, revenue growth, and adherence to core values across a small geography or large office.

The ABM will recruit, onboard, and develop advisors while managing resources, risk, and client outcomes.