Lead High Net Worth Financial Planning Strategist
Ameriprise Financial Services, LLC
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Benefits offered by this job
Job summary
Ameriprise Financial is seeking an experienced financial planning professional to consult with advisors, assess High Net Worth client needs, and develop comprehensive tax, retirement, charitable giving, business owner, and estate planning proposals. You will work with cross-organizational colleagues to connect resources and ensure a high-quality advisor and client experience.
You will present the HNW planning strategy to advisors and their clients, and ensure accurate case documentation.
Qualifications
- 7+ years financial services experience with HNW clients preferred.
- Proven ability to assess client needs and recommend actionable strategies.
- Strong knowledge of estate, tax, retirement, and business planning.
- Ability to analyze complex situations and communicate advice clearly.
- Series 7 and IAR registrations required.
- Ability to manage multiple client cases and priorities.
Responsibilities
- Consult with advisors, assess HNW client cases, and develop planning proposals.
- Present planning strategy to advisors and clients and ensure high-quality deliverables.
- Collaborate cross-organizationally to connect resources for comprehensive solutions.
Skills
Tools
Job description
Ameriprise Financial is seeking an experienced financial planning professional to consult with advisors, assess High Net Worth client needs, and develop comprehensive tax, retirement, charitable giving, business owner, and estate planning proposals. You will work with cross-organizational colleagues to connect resources and ensure a high-quality advisor and client experience.
You will present the HNW planning strategy to advisors and their clients, and ensure accurate case documentation.
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