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 thr... more details
The Advisor Career Development Associate Branch Manager will help drive profitable growth by leading, coaching, and developing assigned Advisor Career Development (ACD) advisors in a specified Region hub. Responsible for hiring and delivering a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planning results for all ACD hub advisors.
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
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
New York Residents Only: The estimated base salary for this role is $62,400 / year. Base salaries are determined in part 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 support all aspects of your health and well-being.
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
Exempt
Sales
AAG Ameriprise Advisor Group
