Branch Manager - Ameriprise Financial Advisors - Downers Grove, IL
Core
Leads Ameriprise owned branch offices to drive profitable organic growth by coaching advisors, recruiting talent, and managing business plans.
Role type
Branch Manager (Financial Services)
Builds
Branch office profitability and advisor practice growth
Domain
Financial Services / Wealth Management
Required skills
Business planning, team leadership, sales execution, client acquisition, P&L management, regulatory compliance, community networking, data analysis, presentation skills, onboarding management
Preferred skills
CFP designation, Masters degree
Technologies
FINRA Series 7, Series 24, State Securities Agent Registration (S63/S66), State IAR registration (S65/S66), Life and Accident/Health insurance license
Responsibilities
Implement national recruiting strategy and onboard advisors; Drive profitable growth of branch metrics through coaching; Lead branch with integrity and manage risk; Develop local office culture; Maintain personal wealth management practice
Seniority
Mid-level Manager