You're Viewing 1 Of 95,000+ Jobs On OysterLink
Branch Manager, Ameriprise Financial Advisors - Coral Gables, FL
Job Overview
Employment Type
Full-time
Compensation
Salary
Range $54,200.00 - $81,700.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee assistance program
Professional Development
Paid holidays
Job Description
Ameriprise Financial is a diversified financial services leader with over $1.5 trillion in assets under management, administration, and advisement as of 2024. With a dedicated team of more than 20,000 professionals in 20 countries, Ameriprise Financial serves more than 3.5 million clients, ranging from individuals and small businesses to institutional investors. The company is widely recognized for its comprehensive financial planning and advisory services, global asset management, and insurance solutions, all delivered through its distinct business lines including Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. Ameriprise Financial is committed to fostering meaningful careers, investing in the future,... Show More
Job Requirements
- Bachelors 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 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
Job Qualifications
- Bachelors degree or equivalent
- 3 - 5 years of relevant work experience
- 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 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
- strong presentation skills
- P&L expense management ability
- knowledgeable in community networking
- excellent compliance record
Job Duties
- 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
- anticipate, manage, and resolve 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
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
Don't Stop At One Job - There's More
Create a free profile
We'll match you with best jobs
Get job offers faster
Search For More Opportunities:
More Jobs Like This:
View All