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24 часа назад

Branch Manager, Ameriprise Financial Advisors - Providence, RI

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Branch Manager, Ameriprise Financial Advisors - Providence, RI (Financial Services/Wealth Management): Leading a branch office by recruiting advisors, coaching practices, driving profitable growth, and overseeing client-focused broker/dealer operations with an accent on business development, compliance, and advisor leadership. Focus on building local market networks, acquiring external practices, managing P&L performance, and maintaining a personal wealth management practice.

Location: Providence, Rhode Island, United States. Hybrid schedule with at least four days per week in the office and flexibility to work from home one day per week.

Salary: Not specified.

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

  • Lead one or more Ameriprise-owned branch offices and execute a plan for profitable growth.
  • Recruit experienced financial advisors, generate local-market leads, and manage the end-to-end candidate experience.
  • Coach advisors on business planning, client acquisition, investment solutions, and external practice acquisition.
  • Provide front-line supervision of sales activities and manage risks in line with client objectives, goals, and risk tolerance.
  • Build a culture of peer learning, achievement, continuous development, integrity, and client focus.
  • Maintain or develop a personal wealth management practice and model effective client service.

Requirements

  • Bachelor's degree or equivalent and 3–5 years of relevant experience.
  • Proven success in business growth, sales, client acquisition, leadership, and team motivation.
  • Active FINRA Series 7 and Series 24, or Series 9/10, with specified options to obtain required registrations within 90–150 days.
  • Active state securities agent, state investment adviser representative, and Life and Accident/Health insurance registrations, or the ability to obtain them within 150 days.
  • Experience with P&L expense management, data analysis, presentations, community networking, and compliance.
  • Valid United States work authorization is required; visa sponsorship is not available.

Nice to have

  • Master's degree or relevant industry designation such as CFP.

Culture & Benefits

  • Face-to-face collaboration and relationship-based client service.
  • Office-based work at least four days per week with one work-from-home day.
  • Focus on client service, integrity, excellence, continuous development, and community contribution.
  • Inclusive and accessible recruitment process with reasonable accommodations available.

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