Associate Branch Manager - Ameriprise Financial Advisors, Chicago, IL
Listed on 2026-06-18
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Finance & Banking
Wealth Management, Financial Consultant, Banking & Finance -
Management
Wealth Management, Banking & Finance
Job Overview
The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching, and developing advisors. The ABM creates a compelling business plan that emphasizes growth, client acquisition, financial planning, and retention.
Key Responsibilities- Maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience (ACE).
- Lead by example in serving clients and running a practice, driving profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the ACE.
- Inspect results regularly and provide systematic coaching to advisors on business planning, client acquisition, advice, investment solutions, and external practice acquisition.
- Support the branch manager in recruiting and onboarding high‑quality, experienced advisors to the branch, including generating leads, managing the end‑to‑end candidate experience, and articulating the Ameriprise and local value proposition.
- Execute onboarding and ramp‑up plans that drive growth.
- Contribute to a strong local office culture focused on peer learning, enthusiasm, continual development, and adherence to Ameriprise core values.
- Lead with integrity, supervise sales activities (if delegated), and ensure they are based on client objectives, goals, and risk tolerance.
- Anticipate, manage, and resolve risk items to protect client interests.
- Conduct weekly to bi‑weekly 1:1s with branch advisors and bi‑weekly results reviews with the Branch Manager or Complex Director.
- Active FINRA Series7 registration or ability to obtain within 150 days.
- Active State Securities Agent Registration (S63 or66) or ability to obtain within 150 days.
- Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days.
- Active Investment Advisor Representative registration (Series
65 or66) in states with a place of business or ability to obtain within 150 days. - 3+years of people‑management experience and 4+years of professional experience.
- Excellent compliance record and knowledge of compliance requirements.
- 3–5years of demonstrated sales success with proven ability to acquire clients and close business.
- Proven leadership skills and ability to motivate a team toward results.
- Business‑planning and strategic‑management skills, self‑driven and achievement‑oriented, with ability to execute a playbook to drive results.
- Strong presentation skills and aptitude to analyze data and reports to identify business opportunities.
- Relevant industry designations (e.g., CFP) are preferred.
Base Salary:
Approximately $40,000 per year. Compensation includes variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role and location. Total compensation may vary based on experience, location, and performance.
- Health, dental, and life insurance.
- 401(k) retirement plan.
- Vacation and sick leave.
- Comprehensive benefits program supporting health and well‑being.
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.
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