Advisor Career Development Associate Branch Manager - Tampa, FL

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding 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, 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.

Job Description

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.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full timeExemptSalesAAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.