Advisor Career Development Associate Branch Manager
Job Description
Key Responsibilities:
Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics.
Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business.
Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors.
Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and gaps to leadership.
Required Qualifications
Bachelors degree or equivalent.
3 - 5 years relevant experience required with a proven track record of success.
Active FINRA Series 7.
Active State Securities Agent Registration (S63 or S66).
Active State IAR Registration (S65 or S66).
Active Life and Variable Contracts insurance licenses.
Maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received.
Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business.
3+ years of people management experience.
Excellent compliance record and knowledge of compliance requirements.
Preferred Qualifications
Masters degree or equivalent.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $43,888 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
AAG Ameriprise Advisor GroupKey Responsibilities:
Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics.
Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business.
Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors.
Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and gaps to leadership.
Required Qualifications
Bachelors degree or equivalent.
3 - 5 years relevant experience required with a proven track record of success.
Active FINRA Series 7.
Active State Securities Agent Registration (S63 or S66).
Active State IAR Registration (S65 or S66).
Active Life and Variable Contracts insurance licenses.
Maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received.
Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business.
3+ years of people management experience.
Excellent compliance record and knowledge of compliance requirements.
Preferred Qualifications
Masters degree or equivalent.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $43,888 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
AAG Ameriprise Advisor Group
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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