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Ameriprise Financial Services, LLC · 3 days ago

Associate Branch Manager, Ameriprise Financial Advisors - Richmond, VA

Richmond, VA

Full-time

Onsite

Mid, Senior Level

4+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client service and asset management. The Associate Branch Manager will drive profitable growth by leading and developing advisors, creating business plans, and enhancing client acquisition and retention strategies.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice

Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more

Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth

Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work

Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client

Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.)

Qualification

FINRA Series 7State Securities Agent RegistrationLifeHealth Insurance LicensesPeople ManagementSales SuccessBusiness PlanningLeadership SkillsData AnalysisClient AcquisitionPresentation Skills

Required

Bachelors degree or equivalent

Active FINRA Series 7 or ability to obtain within 150 days

Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days

Active State IAR registration (S65 or S66) or ability to obtain within 150 days

Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days

3+ years of people management and 4+ years of professional experience

Excellent compliance record and knowledge of compliance requirements

Preferred

3-5 years demonstrated sales success with proven ability to acquire clients and close business

Proven leadership skills and ability to drive & motivate others to achieve results

Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results

Strong presentation skills and the ability to analyze data and reports to determine business opportunities

Relevant industry designations are preferred (e.g. CFP)

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)