Associate Branch Manager, Ameriprise Financial Advisors - New Orleans, LA
Hybrid · United StatesNo visa sponsorship
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 (Financial Services)
Builds
Branch office revenue and asset growth
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
People management, Coaching, Business planning, Client acquisition, Compliance knowledge, Team leadership
Preferred skills
Sales success, Strategic management, Data analysis, CFP designation
Technologies
Ameriprise Client Experience (ACE)
Responsibilities
Maintain personal wealth management practice, Coach advisors on business planning and client acquisition, Recruit and onboard new advisors, Conduct weekly/bi-weekly 1:1s and results reviews, Ensure compliance with client objectives and risk tolerance
Seniority
Mid-level Manager