Branch Manager, Ameriprise Financial Advisors - Naples, FL

Branch Manager, Ameriprise Financial Advisors - Naples, FL

The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably.

• Implement national recruiting strategy.
• Recruit high-quality experienced advisors to your branch.
• Actively generate leads into the local area pipeline and manage the end-to-end candidate experience.
• Develop the branch’s unique value proposition and articulate it to candidates.
• Execute onboarding and ramp-up plans that drive growth.
• Drive profitable organic growth of the branch office through active leadership, coaching, and delivery of the Ameriprise Client Experience.
• Inspect results regularly and provide systematic coaching to advisors on business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
• Lead the branch with integrity and perform front-line supervision to ensure sales activities are based on client objectives, goals, and risk tolerance.
• Develop a strong local office culture, including peer learning, camaraderie, achievement orientation, growth, and continuous development.
• Maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience.

• Bachelor’s degree or equivalent.
• 3 – 5 years of relevant work experience.
• Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
• Active FINRA Series 7 or ability to obtain within 150 days.
• Active FINRA Series 24, or 9/10, or ability to obtain within 90 days.
• Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Active Life and Accident/Health insurance license or ability to obtain within 150 days.
• Proven success driving business growth.
• Proven leadership skills and ability to drive and motivate an organization to achieve results.
• Demonstrated sales success with proven ability to acquire clients and close business.
• Self‑driven and achievement‑oriented.
• Ability to execute a playbook to drive results.
• Strong presentation skills.
• P&L expense management and analytical skills to identify business opportunities.
• Knowledgeable and able to develop networks within the community.
• Excellent compliance record.

• Master’s degree and/or relevant industry designations preferred (e.g., CFP).

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million clients. We are a long‑standing 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 River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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

Full time, Exempt/Non‑Exempt:
Exempt.