Lead High-Net-Worth Planning Strategist

Ameriprise Financial Services, LLC; Minneapolis (MN); Hybrid; USD 93,000 - 128,000; Full time

Job summary

Ameriprise Financial Services, LLC in Minneapolis is seeking an experienced Wealth Planning professional to collaborate with the Advanced Wealth Planning & Consulting team, advisors, and internal partners to develop strategies and deliverables for high-net-worth clients and prospects.

The role requires 5-7 years in financial planning, expert knowledge in complex planning issues, and active or eligible Series 7, S63/S66, and S65/S66 registrations.

Qualifications

• Bachelor's degree or equivalent experience.
• 5-7 years of financial planning experience.
• Experience with the high-net-worth market segment.
• Expert-level knowledge in complex financial planning issues.
• Series 7 or ability to obtain within 90 days.
• State securities agent registration (S63/S66) or ability to obtain within 90 days.
• State IAR registration (S65/S66) or ability to obtain within 90 days.

Responsibilities

• Demonstrate strong knowledge of complex financial planning concepts including legacy/estate, retirement, business and tax planning strategies.
• Ensure accurate and timely case documentation.
• Prepare case strategies, recommendations and advice materials to support advisor and their high-net-worth clients.
• Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource to develop comprehensive solutions.

Skills

Strong written communication

Strong verbal communication

Analytical thinking

Education

Bachelor's degree or equivalent experience

CFP certification preferred

Tools

Series 7 license

S63/S66 registrations

S65/S66 registrations

Job description

Ameriprise Financial Services, LLC in Minneapolis is seeking an experienced Wealth Planning professional to collaborate with the Advanced Wealth Planning & Consulting team, advisors, and internal partners to develop strategies and deliverables for high-net-worth clients and prospects.

The role requires 5-7 years in financial planning, expert knowledge in complex planning issues, and active or eligible Series 7, S63/S66, and S65/S66 registrations.