24 часа назад
Branch Manager, Ameriprise Financial Advisors - Providence, RI
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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