Advisor Career Development Associate Branch Manager
| Company | Ameriprise Financial |
|---|---|
| Location | Tampa, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Mid Level, Senior |
Requirements
- 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.
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.
Preferred Qualifications
- Masters degree or equivalent.