Advanced Wealth Planning Consultant (Fully Remote)

Ameriprise Financial; United States; Remote; USD 93,000 - 128,000; Full time

Job summary

Ameriprise Financial seeks an experienced financial planner to develop strategies for high-net-worth clients, prepare case plans, and support advisors with comprehensive solutions. You will partner with internal teams to tailor financial plans, manage risk, and coordinate investments to meet client objectives.

This role offers a remote work option for those outside 50 miles of Minneapolis. Ideal candidates have 5–7 years of planning experience, Series 7 and state registrations, and CFP is

Qualifications

• 5–7 years of financial planning experience with HNW clients.
• Series 7 and state securities registrations are required.
• CFP is strongly preferred.

Responsibilities

• Develop financial planning strategies for HNW clients.
• Prepare case strategies and support advisors.
• Partner with internal teams for comprehensive solutions.

Skills

Financial planning

HNW expertise

Series 7

Securities registrations

CFP

Job description

• Develop financial planning strategies for HNW clients.
• Prepare case strategies and support advisors.
• Partner with internal teams for comprehensive solutions.

Qualifications:

• 5-7 years financial planning experience; HNW expertise.
• Series 7 and state securities registrations required.
• CFP strongly preferred.
• Salary range $93,400-$128,400 plus variable pay.
• Remote work option if outside 50 miles of Minneapolis.

Ameriprise Financial

We are a diversified financial services leader with over $1.5 trillion in assets under management, administration and advisement. Our team of 22,000 people across 19 countries serves more than 3.5 million clients and we are a longstanding leader in financial planning, advice, and insurance.