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

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Hard Skills

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 & Qualifications

Bachelors degreeFINRA Series 7FINRA Series 24State Securities Agent RegistrationState IAR registrationLife and Accident/Health insurance license

Industry Keywords

recruiting strategycandidate experienceonboardingAmeriprise Client Experiencesales activitiesclient objectiveswealth managementcommunity engagementcomplianceadvisor training

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