Associate Branch Manager
Ameriprise FinancialRichmond, VA, USjob_description.job_card.1_day_ago
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job_description.job_card.job_descriptionBachelors degree or equivalent. Active FINRA Series 7 or ability to obtain within 150 days. Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days. Active State IAR registration (S65 or S66) or ability to obtain within 150 days. Active Life, Accident / Health, and Variable Contracts insurance licenses or ability to obtain within 150 days. 3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements. 3-5 years demonstrated sales success with proven ability to acquire clients and close business. Proven leadership skills and ability to drive & motivate others to achieve results. Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results. Strong presentation skills and the ability to analyze data and reports to determine business opportunities. Relevant industry designations are preferred (e.g. CFP)
Associate Branch Manager
The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources.
Key Responsibilities
- Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience.
- Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
- Support branch manager to recruit and on-board high quality experienced advisors to the branch.
- Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development.
- Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance.
- Weekly to bi-weekly 1 : 1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director.
Required Qualifications
Preferred Qualifications
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 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time
Exempt
Sales
AAG Ameriprise Advisor Group
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