Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Branch Manager, Ameriprise Financial Advisors - Walnut Creek, CA

$68.64k

Threadneedle group

Job Description The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business‑plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Implement national recruiting strategy. Recruit high‑quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage end‑to‑end candidate experience. Develop branch’s unique value proposition and articulate to candidates. Execute onboarding and ramp‑up plans that drive 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. Anticipate, manage, and resolve 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. Required Qualifications Bachelor’s degree or equivalent with 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 Series7 or ability to obtain within 150 days. Active FINRA Series24, or 9/10 or ability to obtain within 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. Preferred Qualifications Master’s degree and/or relevant industry designations preferred (e.g., CFP). Base Pay Salary The estimated base salary for this role is $68,640 / year. We have a pay‑for‑performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well‑being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Full‑Time/Part‑Time Full time Exempt/Non‑Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. #J-18808-Ljbffr

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Branch Manager, Ameriprise Financial Advisors - Walnut Creek, CA in Walnut Creek, CA vacancy
  •  ...join Monet Bank’s thriving retail banking team! Our Assistant Branch Managers are part of a small, vital, hands‑on team who provide...  ...directed by the Manager. This position is based at the Monet Bank Walnut Creek, CA location with working hours from 8am to 5pm Monday through... 
    Suggested
    Work at office
    Local area
    Monday to Friday

    Monet Bank

    Walnut Creek, CA
    3 days ago
  •  ...Tax Senior or Supervisor - Walnut Creek, CA Walnut Creek, CA, United States The Role The ideal candidate is a team player who manages the tax team to greater performance, creates and implements tax plans, and works with the accounting and leadership teams to identify... 
    Suggested
    Full time
    Temporary work
    Flexible hours
    Weekend work

    Forth Recruiting

    Walnut Creek, CA
    3 days ago
  •  ...Tax Manager - Walnut Creek, CA Walnut Creek, CA, United States The Role The ideal candidate is a team player who manages the tax team to greater performance, creates and implements tax plans, and works with the accounting and leadership teams to identify opportunities... 
    Suggested
    Full time
    Temporary work
    Flexible hours
    Weekend work

    Forth Recruiting

    Walnut Creek, CA
    4 days ago
  • $80k - $90k

    Location: Walnut Creek, CA Estimated Pay: $80,000 - $90,000 per year Job Type: Full‑time Company Overview Safe and Sound Security is a leader...  ...to establish competitive and accurate project pricing. Manage multiple projects/estimates concurrently while maintaining a... 
    Suggested
    Full time
    Work at office

    Safe and Sound Security

    Walnut Creek, CA
    3 days ago
  • $60k - $120k

     ...Wealth Advisor (Walnut Creek) Walnut Creek CA - Walnut Creek, CA 94596 Overview Salary...  ...(EPWA) is a wealth management advisory firm with over $...  ...Work closely with branch team to provide service to...  ...management, operations and financial planning on client meeting... 
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    Walnut Creek, CA
    3 days ago
  • $150k - $200k

     ...Company Description Mercedes-Benz of Walnut Creek is looking for a Finance Manager to join our team! Salary: $150,000 to $200,000 Why work for...  ...New and Pre-owned Mercedes-Benz dealership in Northern CA. We are the #1 EQ Mercedes-Benz dealership in the country... 
    Hourly pay
    Full time
    Immediate start

    Sonic Automotive

    Walnut Creek, CA
    2 days ago
  •  ...POSITION TITLE : Tax Manager and Tax Supervisor positions...  ...Francisco, Oakland, Walnut Creek OUR CLIENT : RINA...  ...and deliver innovative financial planning ideas that meet...  ...becoming a trusted advisor to the business and its...  ...O. Box 2873, Alameda, CA 94501 Phone/Fax 510-53... 
    Permanent employment
    Full time
    Work at office
    Local area
    Flexible hours

    Locke and KEY Recruiting, Hiring and Consulting Services

    Walnut Creek, CA
    1 day ago
  •  ...Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Menlo Park; San Francisco; Walnut Creek Why Work at Mercer...  ...families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    3 days ago
  •  ...together. This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr...  ...the mentorship of a seasoned advisor, this could be the role for you.... 
    Local area

    Charles Schwab

    Walnut Creek, CA
    3 days ago
  •  ...This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr...  ...under the mentorship of a seasoned advisor, this could be the role for you.... 
    Local area

    Charles Schwab

    Walnut Creek, CA
    6 days ago
  •  ...together. This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr...  ...the mentorship of a seasoned advisor, this could be the role for you.... 
    Local area

    Charles Schwab Careers

    Walnut Creek, CA
    3 days ago
  • $33.6 - $37.5 per hour

     ...Store Manager - Walnut Creek area page is loaded## Store Manager - Walnut Creek arealocations: Walnut Creek, Californiatime type: Full timeposted...  ...to deliver outstanding service, drive sales and achieve financial goals.* Drive financial and operational results by... 
    Hourly pay
    Local area
    Shift work
    Night shift
    Afternoon shift
    Early shift

    Peet's

    Walnut Creek, CA
    3 days ago
  •  ...inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and...  ...banking solutions and cutting‑edge financial technology combined with friendly and attentive...  ...You will take a lead role in acquiring, managing, and retaining meaningful relationships... 
    Immediate start
    Afternoon shift

    Koitecc Solutions

    Walnut Creek, CA
    2 days ago
  • $29.81 per hour

    Job Title: Home Loan Advisor - In Market Department: Home Loans Production...  ...production from assigned branches and the local mortgage market...  ...work closely with Branch Managers, local realtors, and other...  ...Obtain and analyze pertinent financial and credit data; provide initial... 
    Remote job
    Hourly pay
    Work experience placement
    Work at office
    Local area

    Golden 1 Credit Union

    Walnut Creek, CA
    3 days ago
  • $16.9 per hour

     ...External Production - Home Loan Advisor - External (Walnut Creek) Job Description Posted...  ...be expected to handle branch or call center generated referrals...  ...and administering a lead management system. Discuss mortgage...  ...and analyze pertinent financial and credit data. Complete... 
    Hourly pay
    Work experience placement
    Work at office

    Golden 1 Credit Union

    Walnut Creek, CA
    4 days ago
  • $100k - $120k

     ...Systems Inc. is looking for a Senior Financial Planning & Analysis Analyst to analyze...  ...forecasting models, and assist senior management in strategic decisions. This role requires...  ...’s Degree. The position is based in Walnut Creek, CA, and requires 4 days per week in-... 
    Work at office

    CS Power Systems Inc.

    Walnut Creek, CA
    1 day ago
  •  ...As a Relationship Banker in a Chase Branch, you will represent our brand and culture...  ...latest banking solutions and cutting-edge financial technology combined with friendly and attentive...  ...You will take a lead role in acquiring, managing, and retaining meaningful relationships... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Walnut Creek, CA
    7 days ago
  • As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors book of business including... 

    JPMorgan Chase & Co.

    Walnut Creek, CA
    4 days ago
  • $37.5 - $67.31 per hour

     ...Wells Fargo, we're more than a financial services leader - we're a...  ...focused leaders interested in a Branch Manager career within the National...  ...: 1715 A St. Antioch, CA Brentwood Main: 1115 2nd....  ...Orchards: 2880 Ygnacio Valley Rd. Walnut Creek, CA Pittsburg: 3001... 
    Work experience placement
    Interim role

    WELLS FARGO BANK

    Lafayette, CA
    2 days ago
  • $170k - $210k

     ...Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has...  ...helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance,... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    17 days ago
  • Northwestern Mutual is looking for a Financial Advisor in Walnut Creek, CA, to help clients achieve their financial goals through personalized planning...  ..., developing tailored financial plans, and managing client portfolios. Ideal candidates are entrepreneurial... 

    Northwestern Mutual

    Walnut Creek, CA
    3 days ago
  • $25 - $29.61 per hour

     ...is the primary lending specialist working full‑time within the financial center, delivering First Mortgage, HELOC and other lending...  ...messaging. Connects with clients through outreach and pipeline‑management activities and conducts consistent follow‑up routines to meet... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Weekend work

    Bank of America

    Walnut Creek, CA
    4 days ago
  • $100k

     ...Description Merrill Wealth Management is a leading provider of...  ...and guidance. Merrill’s Financial Advisors and Wealth Management Client...  ...worth clients in a Merrill branch with annual revenues of $1...  ...Transparency details US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (... 
    Hourly pay
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Walnut Creek, CA
    4 days ago
  • $150k

    Summary The Finance Manager ensures the dealership meets unit sales quotas and gross objectives daily, monthly, and yearly, and generates additional revenue by selling finance and insurance products to customers. Responsibilities Make a monthly projection of the vehicle... 
    Full time
    Immediate start

    Sonic Automotive

    Walnut Creek, CA
    3 days ago
  •  ...A leading engineering firm is looking for a Structural Business Class Lead in Walnut Creek or Folsom, CA. This full-time role involves leading the structural business team, overseeing project development, and ensuring quality control. Candidates should have a Bachelor... 
    Full time

    Fashion Institute of Design & Merchandising

    Walnut Creek, CA
    4 days ago
  • Walnut Creek - Northwestern Mutual is seeking a licensed financial professional committed to helping families achieve their financial goals through personalized insurance...  ...of insurance solutions. Located in Walnut Creek, CA, this role offers a competitive compensation... 
    Remote job
    Flexible hours

    Walnut Creek - Northwestern Mutual

    Walnut Creek, CA
    1 day ago
  • $164k - $190k

    Title: Maintenance Manager Address: San Francisco, CA general area Schedule: Day shift - Mon- Fri Pay: $164,000-$190,000 + 20% annual bonus + Relocation assistance + full-time benefits (401k w/ match, health, dental, vision, life insurance, etc.) Why work here: This... 
    Full time
    Contract work
    For contractors
    Relocation package
    Day shift

    Broughton Group

    Walnut Creek, CA
    4 days ago
  •  ...and productive work environment for the opticians and retail advisors. Our ideal candidate is an energetic self-starter and a lifelong...  ...for customer and operational questions ● Work with store management to lead and mentor the Optical team, including participants of... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Apprenticeship
    Work at office
    Local area

    Warby Parker

    Walnut Creek, CA
    7 hours ago
  • $158.36k - $201.91k

     ...energy company is seeking a skilled Environmental and Safety Manager to oversee compliance with regulations across multiple power...  ...field and 10+ years of experience. The preferred location is Walnut Creek, CA, with potential for travel. Competitive salary range from $15... 

    Calpine

    Walnut Creek, CA
    1 day ago
  •  ...Financial & Underwriting Consultant - Employee Benefits Walnut Creek, CA, USA • Job Description At Alliant Insurance Services, we thrive on creating employee benefits...  ...requests. Leads in the development and management of assigned underwriting and analyst teams. Essential... 
    Work experience placement
    Work at office
    Local area

    Alliant

    Walnut Creek, CA
    9 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Branch Manager, Ameriprise Financial Advisors - Walnut Creek, CA. Be the first to apply!