Назад
Company hidden
6 дней назад

Branch Manager, Ameriprise Financial Advisors - Portsmouth, NH

Формат работы
onsite
Тип работы
fulltime
Грейд
head
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Branch Manager, Ameriprise Financial Advisors - Portsmouth, NH (Financial Services): Leading an Ameriprise-owned branch office by growing advisor practices, recruiting talent, acquiring external practices, and serving wealth management clients with an accent on business planning, compliance, and client-focused leadership. Focus on coaching advisors, managing branch profitability and risk, developing local culture, and maintaining a personal wealth management practice.

Location: On-site in Portsmouth, New Hampshire, United States

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.
  • Recruit experienced advisors, generate local candidates, 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, manage client-related risks, and ensure alignment with client objectives, goals, and risk tolerance.
  • 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.
  • Appropriate registrations to oversee broker/dealer operations and develop advisor training.
  • 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, and active State IAR registration, S65 or S66, or ability to obtain the applicable registrations within 150 days.
  • Active Life and Accident/Health insurance license, or ability to obtain it within 150 days.
  • Proven success driving business growth, acquiring clients, closing business, and leading and motivating an organization to achieve results.
  • Self-driven, achievement-oriented, able to execute a results-focused playbook, and equipped with strong presentation skills.
  • Experience with P&L expense management, data and report analysis, community networking, and maintaining an excellent compliance record.

Nice to have

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

Culture & Benefits

  • Full-time, on-site position in the Portsmouth branch office.
  • Exempt role within the Sales job family and Ameriprise Advisor Group line of business.
  • Work environment centered on client focus, integrity, excellence, peer learning, achievement, continuous development, and community contribution.
  • Inclusive and accessible recruitment process with reasonable accommodation available for candidates with disabilities.

Будьте осторожны

Если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого. Это мошенники. Обязательно жмите «Пожаловаться» или пишите в поддержку. Подробнее в гайде →