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Ameriprise Financial Services, LLCPosted 10/19/2026full-timeDowners Grove • Illinois • United StatesMid-LevelSenior💰 $45,000 - $60,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and coaching abilities to drive business growth while maintaining a focus on client objectives and risk management. Possesses expertise in recruiting, onboarding, and developing advisors within a wealth management context.
Highest-signal resume keywords
Active FINRA Series 7Active FINRA Series 24Proven Leadership SkillsP&L Expense ManagementDemonstrated Sales Success
About the role
Key responsibilities & impact- Lead one or more Ameriprise-owned branch offices
- Understand the local market and execute a business plan to grow the branch profitably
- Implement the national recruiting strategy
- Recruit experienced advisors and generate leads into the local-area pipeline
- Manage the end-to-end candidate experience
- Develop and articulate the branch’s unique value proposition to candidates
- Execute onboarding and ramp-up plans that drive growth
- Drive profitable organic growth through active leadership, coaching, and delivery of the Ameriprise Client Experience
- Inspect results regularly and provide systematic coaching to branch advisors on business planning, client acquisition, advice, investment solutions, and external practice acquisition
- Perform front-line supervision to ensure sales activities are based on client objectives, goals, and risk tolerance
- Anticipate, manage, and resolve risk items to protect client interests
- Develop a strong local office culture focused on peer learning, camaraderie, achievement, growth, and continuous development
- Uphold Ameriprise core values
- Maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience
- Lead by example in serving clients and running the practice
Requirements
What you’ll need- 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 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
- 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 ability to analyze data and reports to determine business opportunities
- Knowledge of developing networks within the community
- Excellent compliance record
- Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States
Benefits
Comp & perks- Hybrid work arrangement with employees working in the office at least four days per week and flexibility to work from home one day per week
- Variable pay in the form of bonus, commissions, and/or long-term incentives, depending on the role
- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
- Reasonable accommodation support during recruitment and interviews
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Growth StrategyClient AcquisitionInvestment SolutionsRisk ManagementData AnalysisAdvisor TrainingOnboarding ExecutionSales Activities SupervisionWealth Management PracticeCommunity Networking
Soft Skills
Strong Presentation SkillsSelf-DrivenAchievement-OrientedMotivational LeadershipTeam Building
Certifications & Qualifications
Active State Securities Agent RegistrationActive State IAR RegistrationActive Life and Accident/Health Insurance License
Industry Keywords
Ameriprise Client ExperienceBroker/Dealer OperationsCompliance RecordLocal Market UnderstandingBranch Office Leadership