
Posted 8 days ago
Branch Manager
Ameriprise FinancialBranch Manager
Requirements
Bachelors degree or equivalent, 3-5 years relevant work experience, FINRA Series 7, FINRA Series 24, 9, or 10, State Securities Agent Registration, State IAR registration, Life and Accident/Health insurance license, Proven leadership and sales success, P&L expense management
Skills
FinanceSales
About the role
Responsibilities
- Lead one or more Ameriprise owned branch offices by executing business plans and driving profitable organic growth.
- Implement national recruiting strategies to attract high-quality experienced advisors and manage the end-to-end candidate experience.
- Coach advisors on key revenue drivers, client acquisition, investment solutions, and business planning.
- Perform front-line supervision to ensure all sales activities align with client objectives, goals, and risk tolerance.
- Develop a strong local office culture centered on peer learning, achievement, and core company values.
- Maintain or build a personal wealth management practice to serve as a role model for the branch.
- Manage P&L expenses and analyze data to identify new business opportunities.
Requirements
- Bachelor's degree or equivalent.
- 3-5 years of relevant work experience.
- Proven leadership skills and a track record of driving business growth and sales success.
- Ability to obtain and maintain FINRA Series 7, Series 24 (or 9/10), State Securities Agent Registration, State IAR registration, and Life and Accident/Health insurance licenses.
- Strong presentation skills and the ability to execute a strategic playbook.
- Excellent compliance record and experience with P&L expense management.
Preferred Qualifications
- Master's degree.
- Relevant industry designations, such as Certified Financial Planner (CFP).
About the Company
Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve more than 3.5 million clients globally. We are a longstanding leader in financial planning, asset management, and insurance, dedicated to fostering meaningful careers and making a difference in the communities where we live and work.
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Ameriprise Financial · Portsmouth
