Branch Growth Leader – Wealth Advisory & Recruiting

00015 Ameriprise Financial Services, LLC.

United States

On-site

USD 120,000 - 190,000

Full time

4 days ago
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Job summary

Ameriprise Financial Services, LLC. seeks a Branch Manager to lead one or more Ameriprise owned branch offices, driving growth, recruiting top advisors, and delivering the Ameriprise Client Experience.

You will execute local business plans, coach teams, and ensure compliant, profitable performance while maintaining strong community networks. This role is in-office with some flexibility for remote days.

Qualifications

  • Bachelor's degree or equivalent 3–5 years of relevant work experience.
  • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
  • Active FINRA Series 7 or ability to obtain within 150 days.
  • Active FINRA Series 24, or 9/10 or ability to obtain in 90 days; State registrations (S63 or S66) or ability to obtain within 150 days.
  • Active State IAR registration (S65 or S66) or ability to obtain within 150 days.
  • Active Life and Accident/Health insurance license or ability to obtain within 150 days.
  • Proven leadership skills and ability to drive and motivate an organization to achieve results.
  • Proven success driving business growth.

Responsibilities

  • Implement national recruiting strategy.
  • Recruit high quality experienced advisors to your branch.
  • Actively generate leads into local area pipeline and manage the end-to-end candidate experience.
  • Develop branch’s unique value proposition and articulate to candidates.
  • Execute on onboarding and ramp-up plans that drives growth.
  • Drive profitable organic growth of the branch office key metrics through active leadership 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.
  • Lead the branch with integrity.
  • Perform front-line supervision to ensure sales activities are aligned with client objectives and risk tolerance.

Skills

Leadership
Sales & prospecting
Regulatory compliance knowledge
People development
Business growth
Presentation skills

Education

Bachelor's degree or equivalent
Masters degree preferred (e.g. CFP)

Job description

Ameriprise Financial Services, LLC. seeks a Branch Manager to lead one or more Ameriprise owned branch offices, driving growth, recruiting top advisors, and delivering the Ameriprise Client Experience.

You will execute local business plans, coach teams, and ensure compliant, profitable performance while maintaining strong community networks. This role is in-office with some flexibility for remote days.

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