Advanced & Specialty Advice Manager

Ameriprise Financial; Minneapolis (MN); Remote; USD 100,000 - 138,000; Full time

Job summary

Ameriprise Financial in Minneapolis seeks a senior Advanced Financial Planner to deliver planning expertise for high net worth clients, specializing in estate planning, advanced tax strategies, and stock option planning.

You will partner with field advisors, collaborate across teams, and guide complex financial plans. Requires CFP/ChFC, 5+ years, and ability to communicate clearly by phone and email. Remote work is available within 50 miles of Minneapolis.

Qualifications

• Bachelors degree or equivalent experience.
• CFP/ChFC credentials.
• 5+ years of relevant work experience.
• Expert level knowledge in complex financial planning issues.
• Solid understanding of financial planning process, tools and compliance/quality.
• Ability to clearly communicate complicated concepts over the phone and e-mail.
• Experience presenting to professionals preferred.
• Ability to quickly analyze complex situations and synthesize into easy to understand advice.
• Ability to work independently and collaborate with others across organization.
• Ability to design and develop a new service.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.

Responsibilities

• Deliver financial planning expertise and assist advisors in analyzing the financial situation of high net worth clients, develop strategies and make recommendations for Advanced Advice client cases.
• Coordinate with field implementation to support field communication, marketing and training efforts that promote the Advanced Advice Program.
• Partner with subject matter experts across the firm and outside the firm to continually improve the quality of advice being given to clients.

Job description

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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.

Job Description

Deliver financial planning expertise and assist advisors in analyzing the financial situation of high net worth clients, develop strategies and make recommendations for Advanced Advice client cases. Serve as a subject matter expert (SME) for the firm in complex financial planning areas such as estate planning, sophisticated tax planning, stock option exercise strategies and small business financial planning. Assists advisors with delivery of financial advice and influencing the client toward action on recommendations.

Key Responsibilities

• Deliver financial planning expertise and assist advisors in analyzing the financial situation of high net worth clients, develop strategies and make recommendations for Advanced Advice client cases. Serve as a subject matter expert (SME) for the firm in complex financial planning areas such as estate planning, sophisticated tax planning, and stock option exercise strategies and small business financial planning. Assists advisors with delivery of financial advice and influencing the client toward action on recommendations.
• Coordinate with field implementation to support field communication, marketing and training efforts that promote the Advanced Advice Program.
• Partner with subject matter experts across the firm and outside the firm to continually improve the quality of advice being given to clients. This includes and supporting development of new strategies and ongoing maintenance of existing processes, tools and services.

Required Qualifications

• Bachelors degree or equivalent experience.
• CFP/ChFC.
• 5+ years of relevant work experience.
• Expert level knowledge in complex financial planning issues.
• Solid understanding of financial planning process, tools and compliance/quality.
• Minimum of three (3) or more of the following disciplines: estate, tax, small business, retirement, stock options.
• Ability to clearly communicate complicated concepts over the phone and e-mail.
• Experience presenting to professionals preferred.
• Ability to quickly analyze complex situations and synthesize into easy to understand advice.
• Ability to work independently and collaborate with others across organization.
• Ability to design and develop a new service.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.

Preferred Qualifications

• Experience presenting to professionals.
• Previous experience working with NaviPlan, MoneyGuide, Leimberg NumberCruncher, Bloomberg Income Tax Planner, StockOpter or other common financial planning tools and software.
• Advanced degree in a related field such as JD or MS in Financial Service.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Remote Work

If you are not located within 50 miles of the Minneapolis office, this position can be remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $100,000 – $137,600 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary 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, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AFG Ameriprise Franchise Group

Ameriprise Financial is an equal opportunity employer.

We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.