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Ameriprise Financial Services, LLC · 1 month ago

Advisor Career Development Associate Branch Manager

Middleton, MA

Full-time

Onsite

Mid, Senior Level

$44K/yr - $44K/yr

3+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader with over $1.5 trillion in assets. The Advisor Career Development Associate Branch Manager will lead and develop ACD advisors, focusing on growth in client acquisition and financial planning results.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

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

Qualification

Active FINRA Series 7Active State Securities Agent RegistrationActive LifeVariable Contracts licensesPeople management experienceCompliance knowledge

Required

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

Masters degree or equivalent

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

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)