SB Financial Services Manager jobs in Tucson, AZ

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Branch Manager
  • Ameriprise Financial Services, LLC.
  • Tucson, AZ FULL_TIME
  • The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible to understand the local market and execute a business plan to growth 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. Key Responsibilities Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. 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. Required Qualifications 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. Preferred Qualifications Masters degree and/or relevant industry designations preferred (e.g. CFP) About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
  • 1 Month Ago

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Patient Financial Services Director
  • Clinical Management Consultants
  • Tucson, AZ FULL_TIME
  • An exciting healthcare finance leadership role is immediately available in the beautiful desert of Southern Arizona! Come and join this outstanding hospital leadership team in the role of Patient Fina...
  • 4 Days Ago

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Patient Financial Services Director
  • Clinical Management Consultants
  • Tucson, AZ FULL_TIME
  • An exciting healthcare finance leadership role is immediately available in the beautiful desert of Southern Arizona! Come and join this outstanding hospital leadership team in the role of Patient Fina...
  • 4 Days Ago

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Financial Services Representative
  • Opportunities
  • Tucson, AZ FULL_TIME
  • The Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The F...
  • 27 Days Ago

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Financial Services Representative
  • Pacific Premier Bank
  • Tucson, AZ FULL_TIME
  • DescriptionThe Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the ...
  • 28 Days Ago

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Customer Service Representative
  • PLS Financial Services, Inc.
  • Tucson, AZ FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location – Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • 15 Days Ago

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0 SB Financial Services Manager jobs found in Tucson, AZ area

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Financial Services Professional
  • Equitable
  • Tucson, AZ
  • With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry wi...
  • 4/23/2024 12:00:00 AM

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Financial Customer Service Representative- $1,000 New Hire Bonus! Onsite
  • Alorica
  • Tucson, AZ
  • Job Description Job Description Position: Customer Service RepresentativeLocation: 1650. S. Research Loop Onsite- Tucson...
  • 4/22/2024 12:00:00 AM

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Financial Customer Service Representative- $1,000 New Hire Bonus! Onsite
  • Alorica
  • Tucson, AZ
  • Position: Customer Service Representative Location: 1650. S. Research Loop Onsite- Tucson, AZ Terms: Full-time Pay: $17/...
  • 4/22/2024 12:00:00 AM

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Financial Advisor (80k-100k)
  • Bankers Life
  • Tucson, AZ
  • Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are ...
  • 4/22/2024 12:00:00 AM

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Financial Director
  • Tucson Residence Foundation
  • Tucson, AZ
  • Tucson Residence Foundation Dedicated to dignity, inclusion and is driven by the belief that everyone, regardless of the...
  • 4/22/2024 12:00:00 AM

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Financial Services Professional
  • Equitable
  • Tucson, AZ
  • With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry wi...
  • 4/21/2024 12:00:00 AM

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Financial Customer Service Representative- $1,000 New Hire Bonus! Onsite
  • Alorica
  • Tucson, AZ
  • Position: Customer Service Representative Location: 1650. S. Research Loop Onsite- Tucson, AZ Terms: Full-time Pay: $17/...
  • 4/21/2024 12:00:00 AM

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Financial Director
  • Tucson Residence Foundation
  • Tucson, AZ
  • Tucson Residence Foundation Dedicated to dignity, inclusion and is driven by the belief that everyone, regardless of the...
  • 4/20/2024 12:00:00 AM

Tucson (/ˈtuːsɒn, tuːˈsɒn/) is a city and the county seat of Pima County, Arizona, United States, and home to the University of Arizona. The 2010 United States Census put the population at 520,116, while the 2015 estimated population of the entire Tucson metropolitan statistical area (MSA) was 980,263. The Tucson MSA forms part of the larger Tucson-Nogales combined statistical area (CSA), with a total population of 1,010,025 as of the 2010 Census. Tucson is the second-largest populated city in Arizona behind Phoenix, both of which anchor the Arizona Sun Corridor. The city is 108 miles (174 km)...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$160,125 to $218,126
Tucson, Arizona area prices
were up 2.5% from a year ago

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Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
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