Key Responsibilities
- Develop and implement an advisor recruitment strategy for the territory
- Lead experienced advisor recruiting acquisition and on-boarding
- Create the strategic business plan and implement growth coaching and other programs to drive franchise advisor success
- Create the strategic business plan and implement programs to drive franchisee advisor success
- Monitor territory business results and adjust programs accordingly
- Act as resource broker role for Franchise Consultants and Franchisee Advisors to drive sustainable growth
- Provide leadership and direction to staff and leaders, while leveraging resources to deliver on goals
- Act as the primary face of the channel and build culture and community to support franchisee retention
- Leverage region resources to achieve success of franchise platform including all staff roles (i.e., Marketing, Compliance, Operations, Finance, etc.)
- Ensure compliance, brand standards, client service, and client satisfaction benchmarks are met
Required Qualifications
- 10+ years' relevant experience
- Bachelor’s degree or equivalent
- Leadership, influencing, and sales skills (e.g., ability to motivate franchisee advisors to grow their practice and sales proficiency and expertise)
- Professionalism in representing Ameriprise's brand to the general public
- Expertise in financial services and financial planning, and compliance with all regulatory standards. Ability to coach/develop/influence others outside span of employee/leader role
- Ability to manage P & L financials and drive business results
- Series 7 or ability to obtain within 150 days
- Series 24 ability to obtain within 150 days
- State securities agent registration (S63 or S66) or ability to obtain within 150 days
- State IAR registration (S65 or S66) or ability to obtain within 150 days
- Life & Variable Contracts or ability to obtain within 150 days
Preferred Qualifications
- Master’s degree or equivalent
- Demonstrated competencies in leadership such as relationship building, influencing without authority, leveraging resources, developing people, and holding individuals accountable
- Demonstrated competencies as an advisor, new client acquisition, client satisfaction score, and plans sold GDC per plan
- Demonstrated results in successfully coaching advisors
- Good personal competencies, resilience, stress management, judgment, etc.
- Demonstrated track record of following compliance policies, principles, and procedures
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 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 individual, small business and institutional clients. We are a longstanding 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 RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
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/Part-Time
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What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
