Branch Manager, Ameriprise Financial Advisors - Naples, FL

Ameriprise Financial Services, LLC • Naples, FL

6d

About The Position

The Branch Manager leads one or more Ameriprise-owned branch offices. The role is responsible for understanding the local market and executing a business plan to grow the branch profitably. This includes coaching advisor practices on key revenue drivers, recruiting and acquiring external practices, leading with integrity, and developing a strong office culture to optimize relationships and resources. The manager also maintains or builds a personal wealth management practice serving clients through the Ameriprise Client Experience and serves as a role model for colleagues.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant work experience.
• Obtain and maintain appropriate registrations to oversee broker/dealer operations and develop advisor training.
• Active FINRA Series 7, or ability to obtain within 150 days.
• Active FINRA Series 24, or Series 9/10, or ability to obtain within 90 days.
• Active State Securities Agent Registration (Series 63 or 66), or ability to obtain within 150 days.
• Active State IAR registration (Series 65 or 66), 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 motivate an organization to achieve results.
• Demonstrated sales success, including the 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 skills and ability to analyze data and reports to determine business opportunities.
• Knowledge of and ability to develop networks within the community.
• Excellent compliance record.

Nice To Haves

• Master’s degree.
• Relevant industry designations, such as CFP.

Responsibilities

• Implement the national recruiting strategy, recruit experienced advisors, generate local-area candidate leads, manage the end-to-end candidate experience, communicate the branch’s value proposition, and execute onboarding and ramp-up plans.
• Drive profitable organic growth in branch metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
• Regularly inspect results and coach advisors on business planning, client acquisition, advice, investment solutions, and external practice acquisition.
• Provide front-line supervision to ensure sales activities reflect clients’ objectives, goals, and risk tolerance; anticipate, manage, and resolve risks to protect client interests.
• Develop a local office culture that promotes peer learning, achievement, growth, and continuous development, while upholding Ameriprise core values.
• Maintain or build a personal wealth management practice and model effective client service and practice management.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager