Branch Manager: Growth Leader for Financial Advisory

00015 Ameriprise Financial Services, LLC.; Naples (FL); Sur place; USD 100 000 - 150 000; Plein temps

Résumé du poste

The Branch Manager at Ameriprise Financial in Naples, FL leads one or more Ameriprise owned branch offices, driving growth through recruiting, coaching, and advisor development. You’ll execute local business plans, build a strong culture, and ensure client-focused delivery of the Ameriprise Client Experience.

You will recruit high-quality experienced advisors, manage onboarding, and oversee day-to-day branch operations, strategies, and risk controls.

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 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

Responsabilités

• 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.

Connaissances

Sales leadership

People management

Financial services

Recruiting

Formation

Bachelor's degree

Description du poste

The Branch Manager at Ameriprise Financial in Naples, FL leads one or more Ameriprise owned branch offices, driving growth through recruiting, coaching, and advisor development. You’ll execute local business plans, build a strong culture, and ensure client-focused delivery of the Ameriprise Client Experience.

You will recruit high-quality experienced advisors, manage onboarding, and oversee day-to-day branch operations, strategies, and risk controls.