Branch Manager (Financial Services)

Location: Dublin, Ohio, United States. Employees work in the office at least four days per week, with flexibility to work from home one day per week.

Base salary: $43,888 per year, plus potential variable compensation through bonuses, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance 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 local-market growth.
• Implement recruiting strategy, attract experienced advisors, manage the candidate experience, and execute onboarding and ramp-up plans.
• Coach advisors on business planning, client acquisition, advice, investment solutions, and external practice acquisition.
• Supervise sales activities to ensure alignment with client objectives, goals, risk tolerance, and compliance requirements.
• Build a culture of peer learning, achievement, continuous development, integrity, and community involvement.
• Maintain or build a personal wealth management practice and model effective client service.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant work experience.
• Active FINRA Series 7 or ability to obtain it within 150 days.
• Active FINRA Series 24, or Series 9/10, or ability to obtain it within 90 days.
• Active State Securities Agent Registration (Series 63 or 66) and active State IAR registration (Series 65 or 66), or ability to obtain the required registrations within 150 days.
• Active Life and Accident/Health insurance license or ability to obtain it within 150 days.
• Appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
• Proven success driving business growth, sales, client acquisition, and closing business.
• Leadership skills with the ability to motivate an organization and achieve results; self-driven and achievement-oriented.
• Ability to execute a playbook, strong presentation skills, and knowledge of developing community networks.
• P&L expense management skills and ability to analyze data and reports to identify business opportunities.
• Excellent compliance record.

Nice to have

• Master’s degree and/or relevant industry designations such as CFP.

Culture & Benefits

• Client-centric, relationship-based, in-person collaboration environment.
• Flexible hybrid arrangement with at least four office days and one work-from-home day per week.
• Vacation time, sick time, 401(k), and health, dental, and life insurance.
• Potential eligibility for bonuses, commissions, and/or long-term incentives.
• Commitment to client focus, integrity, excellence, inclusion, accessibility, and community involvement.

Hiring process

• Specific in-office expectations may be discussed during the hiring process.
• Applicants must already have U.S. work authorization that does not now or in the future require visa sponsorship.