Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
Пожаловаться
Зарплата и рынок
ЗП не указанаразвернуть
На похожих ролях по рынку
$198к$225кмедиана$250к
50 в выборке
На СНГ рынке: $3к/мес ($1.8к - $3.8к)
82
Хорошая вакансия
развернуть
Чётко описанная руководящая роль в крупной финансовой компании, но она объединяет развитие филиала, подбор консультантов, контроль соблюдения требований и ведение собственной клиентской практики.
?Широкий круг задач
Крупная компания
?Много лицензий
Финансовые технологии
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Подключить Plus
Описание вакансии
Текст:
Hirify AI/Оригинал
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 →