Branch Manager: Growth Leader in Wealth Management

Ameriprise Financial Services; Naples (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Ameriprise Financial Services is seeking a Branch Manager to lead one or more Ameriprise owned branch offices in the local market. You will coach, recruit, and develop advisors while delivering the Ameriprise Client Experience to clients and teams.

The role emphasizes growth, integrity, and a strong culture focused on client outcomes. You will oversee regulatory readiness and ensure compliance across broker/dealer operations.

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.

Responsibilities

• Implement national recruiting strategy. Recruit high quality experienced advisors to your branch and manage end-to-end candidate experience.
• Drive branch growth through coaching and delivery of the Ameriprise Client Experience.
• Lead the branch with integrity and ensure sales activities align with client objectives, goals and risk tolerance.
• Cultivate a strong local office culture with emphasis on learning, collaboration and continuous development.
• Maintain or build a personal wealth management practice serving clients through the Client Experience.

Skills

Recruiting

Leadership

Coaching

Client experience

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services is seeking a Branch Manager to lead one or more Ameriprise owned branch offices in the local market. You will coach, recruit, and develop advisors while delivering the Ameriprise Client Experience to clients and teams.

The role emphasizes growth, integrity, and a strong culture focused on client outcomes. You will oversee regulatory readiness and ensure compliance across broker/dealer operations.