Financial Aid Advisor developing and finalizing student financial aid plans for The College of Healthcare Professions. Counseling students about financial aid packages and providing necessary support in planning.
About the role
- Complex Director overseeing profitable multi-office growth for Ameriprise Financial Advisors. Creating a compelling business plan while managing P&L and leading recruitment strategies.
Responsibilities
- Drive profitable multi-office growth across a closely defined geography (i.e., complex)
- Create and implement a compelling business plan emphasizing profitable growth
- Drive revenue and asset growth
- Segment the needs and prioritize the opportunities of the complex
- Develop high-performing branch and associate managers
- Optimize resources across the complex including strong partnerships across the operations team
- Lead branch and associate managers, advisors, and build strong partnerships with operations staff
- Implement national recruiting strategy and execute
- Actively generate leads into local area pipeline and manage the end-to-end candidate experience
- Execute on onboarding and ramp-up plans that drive growth
- Inspect results regularly and provide coaching to branch managers and advisors
Requirements
- Bachelor’s degree or equivalent (4-years)
- 7-10 years of relevant experience
- Active FINRA Series 7
- Active FINRA Series 24, or S9/10
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66)
- Active Life and Variable Contracts insurance licenses
- Self-driven and achievement oriented
- Strong presentation skills and executive presence
- P&L expense management and ability to analyze data and reports to determine business opportunities
- Proven leadership skills and ability to drive & motivate a large organization to achieve results
- Knowledgeable and able to develop networks with a wide array of communities
Benefits
- Competitive and comprehensive benefits program that supports all aspects of your health and well-being including vacation time, sick time, 401(k), and health, dental and life insurances
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