Associate Branch Manager, Ameriprise Financial Advisors - Richmond, VA
Core
Lead, coach, and develop financial advisors to drive profitable growth, client acquisition, and asset growth in a branch office.
Role type
Associate Branch Manager (IC + Team Lead)
Builds
Wealth management practices and branch office revenue
Domain
Financial Services / Wealth Management
Required skills
People management, business planning, client acquisition, coaching, compliance management, sales execution, data analysis, recruitment/onboarding
Preferred skills
Sales success, strategic management, presentation skills, industry designations (CFP)
Technologies
Ameriprise Client Experience (ACE)
Responsibilities
Maintain personal wealth management practice; coach advisors on business planning and client acquisition; recruit and onboard high-quality advisors; contribute to office culture; supervise sales activities for compliance; conduct weekly/bi-weekly reviews with advisors.
Seniority
Mid-Senior, hands-on IC with team leadership