Manager - High Net Worth Planning Strategist
00015 Ameriprise Financial Services, LLC.
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Benefits offered by this job
Job summary
Ameriprise Financial Services, LLC. is seeking an experienced financial planning professional to join the Advanced Wealth Planning & Consulting team in delivering strategies for high-net-worth clients.
You will collaborate with internal partners and advisors to assess, develop, and present comprehensive plans, while ensuring documentation accuracy and regulatory readiness. This role offers remote flexibility for qualified candidates.
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.
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.
Skills
Education
Tools
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.
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.
- 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.
- 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.
- 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.
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).
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.
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 Exempt/Non-Exempt Exempt
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.
Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.
Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers
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