Fulcher Financial Group

Branch Manager

Gonzales, Louisiana · Full-time

Sponsorship not specifiedDetected 91 days ago

Performance ManagementCommunicationTime Management

About the role

Step into an instrumental role at Fulcher Financial Group.
Help conduct the smooth operation of a fast-paced and friendly financial planning office.
Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

Maintain practice financials and manage office expenses within a budget
Manage equipment and facilities including equipment maintenance and cleaning service contracts
Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
Supervise administrative staff as well as manage team interactions on a day-to-day basis
Assign and delegate work and provide feedback, when appropriate, to other support staff
Own the recruiting process for hiring new staff into the practice
Act as a technical resource to provide training and support to the paraplanner(s) and planning assistant(s)
Set up and maintain client management system
Maintain files and records in accordance with the records retention policy

Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
College degree or higher
Experience in managing a small office environment

This role will manage the day-to-day activities of staff including, but not limited to, conducting weekly touch points, delivering annual performance reviews and hiring new staff.

applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other

This listing is sourced directly from Fulcher Financial Group's careers page and normalized into a canonical job model.