Branch Manager, Ameriprise Financial Advisors - Pacific Northwest: Seattle and Portland
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-17
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Finance & Banking
Financial Consultant, Banking & Finance, Financial Manager, Wealth Management -
Management
Banking & Finance, Financial Manager, Wealth Management
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. We foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job DescriptionThe Branch Manager role leads one or more Ameriprise‑owned branch offices. They are responsible to understand the local market and execute a business plan to grow the branch profitably.
Key Responsibilities- Growth of existing advisor practices through business plan coaching on key revenue drivers.
- Recruit high quality experienced advisors via implemented national recruiting strategy, generate leads, and manage 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 branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
- Inspect results regularly and provide systematic coaching to advisors on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
- Lead the branch with integrity; perform front‑line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance.
- Anticipate, manage, and resolve risk items to ensure the interests of the client.
- Develop strong local office culture including peer learning, achievement orientation, growth and continuous development.
- Maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience.
- Lead from the front and be a role model for others in how you serve clients and run your practice.
- Bachelor’s degree or equivalent with 3–5 years of relevant work experience.
- Active FINRA Series 7 (or ability to obtain within 150 days).
- Active FINRA Series 24, or 9/10 (or ability to obtain in 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 and leadership skills.
- Demonstrated sales success with ability to acquire clients and close business.
- Self‑driven, achievement oriented, and able to execute a playbook to drive results.
- Strong presentation skills.
- P&L expense management and ability to analyze data and reports for opportunities.
- Community network development and excellent compliance record.
- Master’s degree and/or relevant industry designations such as CFP.
Working together, in‑person, is foundational. Employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in‑office time or different expectations, discussed during the hiring process.
Visa SponsorshipApplicants must have a valid work authorization that does not now or in the future require visa sponsorship for employment in the United States.
Base Pay SalaryThe estimated base salary for this role is $45,000 – $60,000 per year. Compensation may vary based on performance, location, and variable pay options are possible.
Employment StatusFull‑time, exempt or non‑exempt, job family group:
Sales – AAG Ameriprise Advisor Group.
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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