See more Collapse

Advisor Career Development Associate Branch Manager

1 month ago

New York, United States Ameriprise Financial Full time
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

  • Masters degree or equivalent.

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.

Base Pay Salary

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/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor GroupPDN-9c633872-ae47-4875-b63d-519f4e279bb5

We have other current jobs related to this field that you can find below

  • Wealth Management Advisor

    2 weeks ago

    New York, United States Advisor Avenue Full time

    Wealth Management Advisor - NationwideAdvisor Avenue is a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms. We understand the unique needs and aspirations of our candidates and strive to match them with the perfect...

  • Planning & Insurance Associate

    2 weeks ago

    New York, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients in Manhattan. Visit other wealth management focused roles at jobs.lead-advisor.comOur client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...

  • Financial Advisor

    7 days ago

    Wolfeboro, New Hampshire, 03894, Carroll County, NH, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...

  • Wealth Advisor, Managing Director

    4 weeks ago

    New York, United States BakerAvenue Full time

    Job DescriptionJob DescriptionSalary: $200k - $350k plus incentives (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we...

  • Wealth Advisor, Managing Director

    2 months ago

    New York, United States BakerAvenue Full time

    Job DescriptionJob DescriptionSalary: $200k - $350k plus incentives (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we...

  • Career Advisor, Workforce Development and Refugee Service

    7 days ago

    New York, United States CAMBA Full time

    Job DescriptionJob DescriptionWho We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports they need to thrive.  We take a comprehensive approach by offering more than 180 integrated programs in: ...

  • Branch & Community Development Manager

    4 weeks ago

    New York City, United States Community Bank System, Inc. Full time

    Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail...

  • Early Childhood Career Advisor

    4 weeks ago

    New York, United States Research Foundation at City College of New York Full time

    General Description Children need to spend their most critical years with dedicated, educated, trained, and well-compensated individuals in order to thrive. The New York Early Childhood Professional Development Institute leads the work to establish and implement an early childhood workforce system to ensure funding, standards and competencies, career...

  • Branch Manager

    3 weeks ago

    New York, New York, United States AVI Foodsystems Inc Full time

    AVI Foodsystems is looking for an energetic and optimistic leader to fill the role of Branch Manager for Vending Services Position pay range is $80k-$85k.Founded in 1960, AVI Foodsystems has evolved into one of the most respected and trusted food service companies in the nation. Providing comprehensive food services with a focus on the highest quality and...

  • Career Advisor

    4 weeks ago

    New York, United States Abacus Group Full time

    Job DescriptionJob DescriptionOur client is a non-profit organization. They seek a temp to perm Career Advisor to join their Brooklyn, NY office.ResponsibilitiesGather information from new clients by asking them to complete intake packetsAnswer and screen inquiry calls and emails from prospective clientsVerify intake paperwork is properly signed and uploaded...

  • Career Advisor

    2 weeks ago

    New York, United States Abacus Group Full time

    Job DescriptionJob DescriptionOur client is a non-profit organization. They seek a temp to perm Career Advisor to join their Brooklyn, NY office.ResponsibilitiesGather information from new clients by asking them to complete intake packetsAnswer and screen inquiry calls and emails from prospective clientsVerify intake paperwork is properly signed and uploaded...

  • Career Advisor

    2 months ago

    New York, United States Building Service 32BJ Benefit Funds Full time

    Job DescriptionJob DescriptionJob Title: Career Advisor and Special ProjectsDepartment: Training FundReports To: Manager, Manhattan OperationsSUMMARY:Under the supervision of the Manager, Training Operations provides one-on-one employment counseling including resume support, career plan development, ongoing guidance and engagement through all phases of...

  • Manager, Branch

    1 month ago

    New York, United States Municipal Credit Union Full time

    Job DescriptionJob DescriptionAbout MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now...

  • Manager, Branch

    3 months ago

    New York, United States Municipal Credit Union Full time

    Job DescriptionJob DescriptionAbout MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now...

  • Branch Manager

    2 months ago

    New London, United States Sonepar Full time

    NorthEast Electrical is a full-service electrical distributor that provides electrical products and services to electrical contractors, Industrial, OEM, Utility, and Institutional customers. The company operates 40 strategically located branches throughout the six New England States that are dedicated to providing exceptional customer service to their...

  • Branch Office Administrator

    1 month ago

    York, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    3 weeks ago

    York, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Floating Branch Manager

    3 months ago

    New York, United States Municipal Credit Union Full time

    Job DescriptionJob Description Salary: $78,400.00 to $98,000.00About MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a...

  • Manager of Career Development

    1 day ago

    New York, United States Fawkes IDM Full time

    Job DescriptionJob DescriptionResponsibilities: Providing individual career development and advancement guidance and coaching to attorneys on the following primary topics: firm integration; navigation of firm procedures and resources; performance coaching; and short- and long-term career planning (including development of personal career goals, path to...

  • Manager of Career Development

    3 months ago

    New York, United States Fawkes IDM Full time

    Job DescriptionJob DescriptionResponsibilities: Providing individual career development and advancement guidance and coaching to attorneys on the following primary topics: firm integration; navigation of firm procedures and resources; performance coaching; and short- and long-term career planning (including development of personal career goals, path to...