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.

Assist the financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow and daily business operations. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

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. The role is responsible for taking the lead in managing the finances of the practice and other practice management functions essential to a small business. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Business Management

• Maintain practice financials and manage office expenses within a budget
• Order supplies and other office related items
• 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)
• Act as a back up to other staff 10%

Client Care

• Call clients to set up meetings or appointments
• Set up and maintain client management system
• Maintain files and records in accordance with the records retention policy
• Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
• Review and respond to emails as necessary

Key Traits of a Successful Branch Manager

• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

• College degree or higher
• Experience in managing a small office environment

This role is a full-time, on-site role at Fulcher Financial Group located in Gonzales, Louisiana.

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified 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 basis prohibited by law.