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Ameriprise Financial Services, LLC · 2 days ago

Branch Manager, Ameriprise Financial Advisors - Madison, WI

Middleton, Wisconsin

Full-time

Onsite

Mid, Senior Level

3+ years exp

Ameriprise Financial Services, LLC is seeking a Branch Manager to lead one or more of their owned branch offices. The role involves understanding the local market, executing a business plan for profitable growth, and developing a strong office culture while ensuring client satisfaction and advisor success.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch’s unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth

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

Lead the branch with integrity. Perform front-line supervision 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

Develop 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 giving back to the communities in which we live and work

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

Qualification

FINRA Series 7FINRA Series 24State Securities Agent RegistrationLifeAccident/Health licenseBusiness growthSales successP&L managementLeadership skillsCommunity networkingCompliance recordAchievement orientedPresentation skills

Required

Bachelors degree or equivalent

3 - 5 years of relevant work experience

Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training

Active FINRA Series 7 or ability to obtain within 150 days

Active FINRA Series 24, or 9/10 or ability to obtain in 90 days

Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days

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

Active Life and Accident/Health insurance license or ability to obtain within 150 days

Proven success driving business growth

Proven leadership skills and ability to drive and motivate an organization to achieve results

Demonstrated sales success with proven ability to acquire clients and close business

Self driven and achievement oriented

Ability to execute a playbook to drive results

Strong presentation skills

P&L expense management and ability to analyze data and reports to determine business opportunities

Knowledgeable and able to develop networks within the community

Excellent compliance record

Preferred

Masters degree and/or relevant industry designations 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)