Manager - 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

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.

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

In this role, you will collaborate with the Advanced Wealth Planning & Consulting team, key internal partners and advisors to assess, consult, and develop financial planning strategies & deliverables for advisors and their high-net-worth clients and prospects.

Key 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 appropriate for high-net-worth client case.

Required Qualifications

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

Preferred Qualifications

• CFP strongly preferred.
• Strong knowledge of financial planning strategies, including estate, tax, business, retirement, equity compensation.
• Solid understanding of financial planning process.
• Ability to quickly analyze complex situations and synthesize into easy-to-understand advice.
• Ability to work independently and collaborate with others across the organization.
• Experience with advisors assessing their needs, identifying suitable strategies and making actionable recommendations.
• Strong Microsoft PowerPoint, Excel and Word skills.
• Strong interpersonal and influencing skills.
• Ability to manage and prioritize multiple client cases and priorities.
• Strong written and oral communication skills.
• Experience working with field leaders, advisors and clients.

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 $93,400 - $128,400 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

Equal Opportunity

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.

Accommodations

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.