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New Advisor Associate Manager

Expired Job

Ameriprise Financial Tampa , FL 33602

Posted 2 months ago

Drive profitable growth by leading, coaching and developing assigned ACD advisors in the Plano branch hub. Responsible for delivering a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planning for the Advisor Career Development Program.

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

  • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training (Series 7 & 24).

  • Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received.

  • Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received.

  • Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65/66).

  • 3+ yrs of people mgmt and 4+ yrs of professional experience. Excellent compliance record and knowledge of compliance requirements.

About Our Company

With the right company, life can be brilliant. 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.


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New Advisor Associate Manager

Expired Job

Ameriprise Financial