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Branch Manager – Pacific Northwest
Ameriprise Financial Services, LLCBranch 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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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