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3 дня назад

Branch Manager, Ameriprise Financial Advisors - Lake Elmo, MN (Financial Services)

45 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
head
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 - Lake Elmo, MN (Financial Services): Leading a financial advisory branch by recruiting advisors, coaching business growth, supervising compliance, and developing a strong local office culture with an accent on wealth management, client acquisition, and regulatory oversight. Focus on executing branch growth plans, managing P&L performance, developing advisor practices, and ensuring client-focused sales activities meet compliance standards.

Location: Lake Elmo, Minnesota, United States. Hybrid office schedule with employees working in the office at least four days per week and up to one day per week from home.

Base salary: $45,000 per year, with potential bonus, commissions, and long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning, investment management, insurance, and advisory services.

What you will do

  • Lead one or more Ameriprise-owned branch offices and execute a profitable local business plan.
  • Recruit experienced financial advisors, manage the candidate experience, and implement onboarding and ramp-up plans.
  • Coach advisors on business planning, client acquisition, investment solutions, and external practice acquisition.
  • Supervise sales activities, manage risk, and ensure recommendations align with client objectives, goals, and risk tolerance.
  • Build a culture of peer learning, achievement, continuous development, and integrity.
  • Maintain or build a personal wealth management practice and model effective client service.

Requirements

  • Bachelor's degree or equivalent and 3–5 years of relevant experience.
  • Active FINRA Series 7 and Series 24, 9/10, or equivalent registrations, or the ability to obtain them within the stated timeframes.
  • Active state securities agent, state investment adviser representative, and Life and Accident/Health insurance registrations, or the ability to obtain them within 150 days.
  • Demonstrated success in business growth, sales, client acquisition, leadership, and team motivation.
  • Experience with P&L expense management, data analysis, presentations, community networking, and compliance.
  • Must have valid United States work authorization that does not now or in the future require visa sponsorship.

Nice to have

  • Master's degree.
  • Relevant industry designations such as CFP.

Culture & Benefits

  • In-person collaboration and relationship-based client service.
  • Vacation and sick time.
  • 401(k) plan.
  • Health, dental, and life insurance.
  • Performance-based compensation with potential bonuses, commissions, and long-term incentives.

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