Branch Growth Leader – Wealth Advisory

Ameriprise Financial Services, LLC; Richmond (VA); Vor Ort; USD 39.000 - 48.000; Vollzeit

Zusammenfassung

Ameriprise Financial Services, LLC in Richmond, VA is seeking an Associate Branch Manager to lead a team of advisors, drive growth, and strengthen client relationships. You will coach, develop, and implement strategic plans to acquire clients, retain assets, and expand the branch.

The role emphasizes strong compliance, onboarding new advisors, and delivering the Ameriprise Client Experience while upholding core values of integrity, client focus, and excellence.

Qualifikationen

• Bachelor's degree or equivalent.
• Active FINRA Series 7 or ability to obtain within 150 days.
• Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Active Life, Accident/Health, and Variable Contracts licenses or ability to obtain within 150 days.
• 3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements.

Aufgaben

• Lead, coach, and develop advisors to drive growth and client acquisition.
• Create a business plan emphasizing growth, planning, and retention.
• Recruit and onboard high‑quality advisors; manage candidate experience.
• Provide coaching on business planning, investments, and services.
• Uphold Ameriprise core values and ensure client focus and integrity.

Kenntnisse

People management

Leadership

Sales development

Presentation skills

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

Ameriprise Financial Services, LLC in Richmond, VA is seeking an Associate Branch Manager to lead a team of advisors, drive growth, and strengthen client relationships. You will coach, develop, and implement strategic plans to acquire clients, retain assets, and expand the branch.

The role emphasizes strong compliance, onboarding new advisors, and delivering the Ameriprise Client Experience while upholding core values of integrity, client focus, and excellence.