Hybrid Branch Manager — Grow Wealth & Lead Advisors

Ameriprise Financial Services, LLC

New Orleans (LA)

Hybrid

USD 110,000 - 140,000

Full time

12 days ago

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Job summary

Ameriprise Financial Services, LLC in New Orleans seeks an Associate Branch Manager to drive profitable growth in a branch by leading and developing advisors. The role emphasizes growth, client acquisition, financial planning, and retention, with a focus on delivering the Ameriprise Client Experience and maintaining strong local market presence.

The ABM will recruit and onboard high-quality advisors, articulate the local value proposition, and manage onboarding plans to accelerate ramp-up.

Qualifications

  • Lead and coach advisors to deliver client-focused wealth management.
  • Ensure compliance with broker/dealer operations and training.
  • Obtain and maintain required FINRA registrations within the specified timeline.
  • Drive growth through branch recruitment, onboarding, and client acquisition.
  • Manage risk and uphold Ameriprise core values in daily activities.

Responsibilities

  • Maintain or build a wealth management practice serving clients through ACE.
  • Lead growth via coaching, planning, and delivery of client experience.
  • Recruit and onboard high-quality experienced advisors; manage candidate pipeline.
  • Foster a collaborative culture with peer learning and accountability.
  • Oversee activities to align with client objectives, goals, and risk tolerance.
  • Conduct regular 1:1s and performance reviews with advisors.

Skills

People management
Regulatory compliance
Data analysis
Presentation skills
Leadership

Education

FINRA Series 7
Series 63/66
Life, Accident/Health, and Variable Contracts licenses
Series 65/66 (IA Rep)

Job description

Ameriprise Financial Services, LLC in New Orleans seeks an Associate Branch Manager to drive profitable growth in a branch by leading and developing advisors. The role emphasizes growth, client acquisition, financial planning, and retention, with a focus on delivering the Ameriprise Client Experience and maintaining strong local market presence.

The ABM will recruit and onboard high-quality advisors, articulate the local value proposition, and manage onboarding plans to accelerate ramp-up.

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