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Ameriprise Financial Services, LLC

Branch Manager – Pacific Northwest

Ameriprise Financial Services, LLC

Branch Manager leading one or more Ameriprise owned branch offices in Seattle and Portland. Responsible for growth, recruiting, coaching, and maintaining client focus in a financial services environment.

Posted 6/10/2026full-timeSeattle • Oregon, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact
  • Implement national recruiting strategy
  • Recruit high quality experienced advisors for Ameriprise Financial to the branch location
  • Actively generate leads into local area pipeline and manage the end-to-end candidate experience
  • Develop branch’s unique value proposition and articulate to candidates
  • Execute on onboarding and ramp-up plans that drives growth
  • Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience
  • Inspect results regularly and provide systematic coaching to advisors in the branch 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
  • Anticipates, manages, and resolves risk items to ensure the interests of the client
  • Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development
  • Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work
  • Maintain or build 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 your clients and run your practice

Requirements

What you’ll need
  • Bachelors 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
  • Knowledgeable and able to develop networks within the community
  • Excellent compliance record.

Benefits

Comp & perks
  • vacation time
  • sick time
  • 401(k)
  • health, dental and life insurances

ATS Keywords

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Hard Skills & Tools
FINRA Series 7FINRA Series 24FINRA Series 9FINRA Series 10State Securities Agent RegistrationState IAR registrationLife and Accident/Health insurance licensebusiness growthP&L expense managementdata analysis
Soft Skills
leadershipmotivationachievement orientationpresentation skillsclient acquisitioncoachingintegrityrisk managementpeer learningcommunication
Certifications
Bachelors degreeFINRA Series 7FINRA Series 24State Securities Agent RegistrationState IAR registrationLife and Accident/Health insurance license