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6 дней назад

Branch Manager, Ameriprise Financial Advisors - Naples, FL

Формат работы
onsite
Тип работы
fulltime
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 - Naples, FL (Financial Services): Leading an Ameriprise-owned branch by growing advisor practices, recruiting experienced advisors, acquiring external practices, and maintaining a personal wealth management practice with an accent on business planning, client acquisition, compliance, and advisor development. Focus on coaching advisors, managing branch profitability and risk, building local office culture, and serving clients through the Ameriprise Client Experience.

Location: On-site in Naples, Florida, United States

Company

hirify.global is a diversified financial services company with more than $1.5 trillion in assets under management, administration and advisement, 22,000 employees across 19 countries, and more than 3.5 million individual, small business and institutional clients.

What you will do

  • Lead one or more Ameriprise-owned branch offices and execute a business plan for profitable growth.
  • Recruit experienced advisors, generate local-area leads, 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 while monitoring branch results.
  • Supervise sales activities, assess risk, and ensure client objectives, goals, and risk tolerance guide business decisions.
  • 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 and practice management.

Requirements

  • Bachelor’s degree or equivalent and 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 (S63 or S66), State IAR registration (S65 or S66), and Life and Accident/Health insurance license, or ability to obtain each within 150 days.
  • Ability to obtain and maintain appropriate registrations for broker/dealer operations oversight and advisor training.
  • Proven success driving business growth, acquiring clients, closing business, and motivating an organization to achieve results.
  • Self-driven, achievement-oriented, and able to execute a results-focused playbook.
  • Strong presentation skills, P&L expense management, and ability to analyze data and reports to identify business opportunities.
  • Ability to develop community networks and maintain an excellent compliance record.

Nice to have

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

Culture & Benefits

  • Full-time, exempt position in the Sales job family.
  • Client-focused environment built around integrity, excellence, continuous development, and community contribution.
  • Inclusive and accessible recruitment process with reasonable accommodations available.
  • Equal opportunity employment regardless of legally protected characteristics.

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