SB Financial Services Manager jobs in Elk Grove, CA
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)
Recently Added SB Financial Services Manager jobs
Associate Branch Manager
- Ameriprise Financial Services, LLC.
-
Roseville, CA
FULL_TIME
- The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources. Key Responsibilities: Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice. 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. Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth. Contribute to 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 respect for the communities in which we live and work. Lead with integrity. May perform supervision activities, if delegated, 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. Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.) Required Qualifications: 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 3 years of people management and 4 years of professional experience. Excellent compliance record and knowledge of compliance requirements. 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. Base Pay Salary California Residents Only: The estimated base salary for this role is $64,480 / year. Base salaries are determined in part 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 and commission. We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being. 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.
- 8 Days Ago
Commercial Lines Account Manager - Remote
- Provence Financial & Insurance Services
-
Grove, CA
FULL_TIME
- Provence Financial & Insurance Services is an Acrisure Agency Partner. We are a client focused, growth-oriented, Remote, Insurance Agency with 5 branch "locations" throughout CA & NV. Due to our conti...
- 1 Month Ago
FQHC Billing and Financial Services Manager
- Elica Health Centers
-
Sacramento, CA
FULL_TIME
- DescriptionJoin Elica’s mission and become a part of a team where every day is an opportunity to make a positive impact in your community!At Elica Health Centers, we share a common goal: provide the b...
- 20 Days Ago
Account Executive, F&I Dealer Products & Services - Greater Sacramento, CA Sales Market
- Ally Financial
-
Sacramento, CA
FULL_TIME
- Candidate must reside in, or be willing to relocate to, the greater Sacramento, CA or surrounding area with local travel throughout the surrounding sales market. This position requires flexibility in ...
- 1 Day Ago
Financial Services Representative - Del Mar, CA
- Fidelity Brokerage Services LLC
-
Camino, CA
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
- 1 Month Ago
Sales Manager
- Renew Financial
-
Roseville, CA
FULL_TIME
- Renew Financial is a recognized industry leader providing financial access to sustainable building improvement projects. We are committed to cultivating a diverse, equitable, and inclusive environment...
- 14 Days Ago
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0 SB Financial Services Manager jobs found in Elk Grove, CA area
Assurance Manager - Financial Services
- Moss Adams LLP
-
Stockton, CA
- Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
- 4/19/2024 12:00:00 AM
Assurance Senior Manager - Financial Services
- Moss Adams LLP
-
Sacramento, CA
- Assurance Senior Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fo...
- 4/19/2024 12:00:00 AM
Assurance Senior Manager - Financial Services
- Moss Adams LLP
-
Stockton, CA
- Assurance Senior Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fo...
- 4/19/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Sacramento, CA
- Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
- 4/19/2024 12:00:00 AM
Principal or Senior Financial Analyst
- Nutanix
-
Sacramento, CA
- Principal or Senior Financial Analyst - GTM Finance Hungry, Humble, Honest, with Heart! About Nutanix Nutanix is disrupt...
- 4/19/2024 12:00:00 AM
Personal Banker Spanish Bilingual Sierra Valley
- WELLS FARGO BANK
-
Folsom, CA
- Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
- 4/19/2024 12:00:00 AM
Personal Banker Spanish Bilingual Sierra Valley
- WELLS FARGO BANK
-
Sacramento, CA
- Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
- 4/19/2024 12:00:00 AM
Vehicle Acquisition Specialist
- AutoNation Honda Roseville
-
Roseville, CA
- Overview: Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to ...
- 4/18/2024 12:00:00 AM
About Elk Grove, California
Elk Grove is a city in Sacramento County, California, located just south of the state capital of Sacramento. It is part of the Sacramento–Arden-Arcade–Roseville Metropolitan Statistical Area. As of 2018, the population of the city was estimated at 173,702. The second-largest city in Sacramento County, Elk Grove was the fastest growing city in the U.S. between July 1, 2004, and July 1, 2005. The City of Elk Grove incorporated on July 1, 2000. It is a general law city with a council/manager form of government. One of Elk Grove's most significant aspects is the Elk Grove Unified School District, ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$182,060 to $248,006
Elk Grove, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
What does an SB Financial Services Manager do?
SB Financial Services Manager in Atlanta, GA
On average, an Associate Degree is the highest level of education for a SB Financial Services Manager.
February 17, 2020
SB Financial Services Manager in Pittsfield, MA
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 22, 2020
SB Financial Services Manager in Abilene, TX
Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
February 24, 2020