Ameriprise Financial Associate Branch Manager in Chicago, Illinois
This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/ada/r/jobs/6209205 Job DescriptionExists to help drive profitable growth for assigned advisors in a small geography or within a large office by leading, coaching and developing advisors; creating a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planing; ensuring increased advisor retention, tenure and productivity; driving revenue and asset growth; optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of corporate resources.ResponsibilitiesDevelop book of business and drive personal practice growth. Generate leads for personal practice. Approach prospects, asking for referrals, approaching natural market, making community connections. Facilitate effective sales meetings, holding workplace/corporate seminars. Lead clients through Financial Planning processes and tools. Service the client: present solutions by analyzing client cases, reviewing service products, business transactions.nLead and coach assigned advisors in a small geography or within a large office to increase asset gathering and productivity. Identify teaming opportunities for assigned advisors and where appropriate facilitate partnerships. Assist in the development and training of advisors abilities on core skills of: driving high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients.nEnsure assigned advisors have consistent systems/tools/support to effectively manage their business within the Ameriprise business model. Implement and manage PMP and PIP for advisors as necessary. Partner with their Branch Manager to drive growth and results for assigned advisors. Focus on strategies to drive advisor retention.nWhen necessary provide operational support for the office / assigned advisors. Leverage corporate resources (RSDs, RSMs) to increase advisor competency at delivering the client experience through client acquisition, financial planning, ongoing relationship management and product implementation. Ensure advisors adhere to the firm's policies and procedures and conduct business in ethical manner.nActive in local community through building COIs, growing personal network, etc. Build centers of influence through FPA, community involvement, industry seminars, etc. Work with leader to target recruits including but not limited to EAR, and advisor practice acquisitions. Understand and clearly articulate Ameriprise value proposition to external candidates.nWeekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.)Required Qualifications* Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training (Series 7, 63, 65, 66).n* Active Life, Accident/Health, and Variable Contracts insurance licenses.n* Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received.n* Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received.n* Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65/66).n* 3+ yrs of people mgmt and 4+ yrs of professional experience. Excellent compliance record and knowledge of compliance requirements.nPreferred Qualifications* 3-5 years of leadership experience with influencing skills, outstanding relationship management.n* 3-5 years of demonstrated sales success with proven ability to acquire clients and close business.n* Experience coaching and motivating others.n* Strategic focus with ability to translate vision into tactical.nAbout Our CompanyWith the right company, life can be br lliant. At Ameriprise, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.