Advisor Career Development Associate Branch Manager

Ameriprise Financial•Middleton, MA

38d

About The Position

The Advisor Career Development Associate Branch Manager will help drive profitable growth by leading, coaching, and developing assigned Advisor Career Development (ACD) advisors in a specified Region hub. Responsible for hiring and delivering a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planning results for all ACD hub advisors.

Requirements

Bachelors degree or equivalent.
3 - 5 years relevant experience required with a proven track record of success.
Active FINRA Series 7.
Active State Securities Agent Registration (S63 or S66).
Active State IAR Registration (S65 or S66).
Active Life and Variable Contracts insurance licenses.
Maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received.
Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business.
3+ years of people management experience.
Excellent compliance record and knowledge of compliance requirements.

Nice To Haves

Masters degree or equivalent.

Responsibilities

Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics.
Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business.
Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors.
Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and gaps to leadership.