Remote Senior High-Net-Worth Planning Strategist

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

Job summary

Ameriprise Financial Services, LLC is seeking a seasoned Wealth Planning professional to collaborate with the Advanced Wealth Planning & Consulting team, advising high-net-worth clients and prospects. You will assess, consult, and develop comprehensive financial planning strategies while coordinating with internal partners.

The role requires strong knowledge of complex planning concepts, client-focused advisory skills, and the ability to obtain required registrations within 90 days.

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

Financial planning

HNW experience

Client advisory

Communication skills

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Word

Job description

Ameriprise Financial Services, LLC is seeking a seasoned Wealth Planning professional to collaborate with the Advanced Wealth Planning & Consulting team, advising high-net-worth clients and prospects. You will assess, consult, and develop comprehensive financial planning strategies while coordinating with internal partners.

The role requires strong knowledge of complex planning concepts, client-focused advisory skills, and the ability to obtain required registrations within 90 days.