Branch Manager, Ameriprise Financial Advisors - Naples, FL

Ameriprise Financial Services, LLC; Naples (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Ameriprise Financial is hiring a Branch Manager in Naples, FL to lead an Ameriprise-owned branch and grow profitability through coaching advisors and recruiting top talent.

You will drive client experience, develop local market strategy, and maintain strong risk and compliance standards while building a high-performing team. This role requires leadership, sales results, and the ability to execute a branch playbook.

Qualifications

• Bachelor's degree or equivalent required.
• 3–5 years of relevant work experience.
• Active FINRA Series 7 and 24 or 9/10; ability to obtain within 150 days (or 90 days for 9/10).
• State registrations: S63/S66, IAR (S65 or S66) and life/health license or ability to obtain.
• Proven leadership and sales success with client acquisition.

Responsibilities

• Recruit top advisory talent and expand branch footprint.
• Coach advisors on revenue drivers and business planning.
• Drive profitable growth and client experience.
• Maintain risk controls and regulatory compliance.
• Foster strong local culture and community networks.

Skills

Sales leadership

Branch management

Client relationship management

Recruiting

Financial advisory

Regulatory compliance

Communication skills

Strategic planning

Education

Bachelor's degree or equivalent

Master's degree preferred

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level.

Key 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, 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.
• Lead the branch with integrity. Perform front-line supervision 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.
• Develop 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 giving back to the communities in which we live and work.
• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice.

Required Qualifications:

• Bachelors 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 within 90 days
• Active State Securities Agent Registration (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 day
• Proven success driving business growth
• Proven leadership skills and ability to drive and motivate an organization to achieve results
• Demonstrated sales success with proven ability to acquire clients and close business
• Self driven and achievement oriented
• Ability to execute a playbook to drive results
• Strong presentation skills
• P&L expense management and ability to analyze data and reports to determine business opportunities.
• Knowledgeable and able to develop networks within the community
• Excellent compliance record

Preferred Qualifications:

• Masters degree and/or relevant industry designations preferred (e.g. CFP)

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.