Hybrid Branch Growth Leader & Talent Coach

Ameriprise Financial Services, LLC; Columbus (OH); Sur place; USD 39 000 - 48 000; Plein temps

Résumé du poste

Ameriprise Financial Services, LLC is seeking a Branch Manager to lead a branch, recruit advisors, and grow profitability. You will coach teams on revenue drivers, develop local value propositions, and ensure compliance with regulations while delivering exceptional client experiences.

The role emphasizes building a strong office culture, onboarding new talent, and growing a personal wealth management practice through the Ameriprise Client Experience.

Qualifications

• Bachelor's degree or equivalent.
• 3 - 5 years of relevant work experience.
• Obtain and maintain registrations to oversee 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
• 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 days
• 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 and recruit high quality experienced advisors.
• Drive profitable organic growth through leadership, coaching, and client experience.
• Lead with integrity and supervise sales activities based on client objectives and risk.
• Develop local office culture emphasizing learning, growth, and core values.
• Maintain or build personal wealth management practice serving clients.

Connaissances

FINRA registrations

Leadership

Sales ability

Recruiting

Communication

Formation

Bachelor's degree or equivalent

Masters degree preferred (CFP)

Outils

Regulatory licenses

Description du poste

Ameriprise Financial Services, LLC is seeking a Branch Manager to lead a branch, recruit advisors, and grow profitability. You will coach teams on revenue drivers, develop local value propositions, and ensure compliance with regulations while delivering exceptional client experiences.

The role emphasizes building a strong office culture, onboarding new talent, and growing a personal wealth management practice through the Ameriprise Client Experience.