Advisor Career Development Associate Branch Manager - Tampa, FL

Ameriprise Financial Services, LLC • Tampa, FL

10d • Hybrid

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.
• Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
• Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees