Branch Manager, Ameriprise Financial Advisors - Naples, FL

The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices, recruiting and acquiring new talent, leading with integrity, and developing a strong culture.

Requirements

• Bachelors degree or equivalent
• 3 - 5 years of relevant work experience
• Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training
• Active FINRA Series 7 or ability to obtain within 150 days
• Active FINRA Series 24, or 9/10 or ability to obtain within 90 days
• Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days
• Active State IAR registration (S65 or S66) or ability to obtain within 150 days
• Active Life and Accident/Health insurance license or ability to obtain within 150 day
• Proven success driving business growth
• Proven leadership skills and ability to drive and motivate an organization to achieve results
• Demonstrated sales success with proven ability to acquire clients and close business
• Self driven and achievement oriented
• Ability to execute a playbook to drive results
• Strong presentation skills
• P&L expense management and ability to analyze data and reports to determine business opportunities.
• Knowledgeable and able to develop networks within the community
• Excellent compliance record

Benefits

• 401k Matching
• Retirement Plan
• Generous Paid Time Off