Senior Advanced Financial Planning Advisor

Ameriprise Financial; Minneapolis (MN); Remote; USD 100,000 - 138,000; Full time

Job summary

Ameriprise Financial in Minneapolis seeks a senior Advanced Financial Planner to deliver planning expertise for high net worth clients, specializing in estate planning, advanced tax strategies, and stock option planning.

You will partner with field advisors, collaborate across teams, and guide complex financial plans. Requires CFP/ChFC, 5+ years, and ability to communicate clearly by phone and email. Remote work is available within 50 miles of Minneapolis.

Qualifications

• Bachelors degree or equivalent experience.
• CFP/ChFC credentials.
• 5+ years of relevant work experience.
• Expert level knowledge in complex financial planning issues.
• Solid understanding of financial planning process, tools and compliance/quality.
• Ability to clearly communicate complicated concepts over the phone and e-mail.
• Experience presenting to professionals preferred.
• Ability to quickly analyze complex situations and synthesize into easy to understand advice.
• Ability to work independently and collaborate with others across organization.
• Ability to design and develop a new service.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.

Responsibilities

• Deliver financial planning expertise and assist advisors in analyzing the financial situation of high net worth clients, develop strategies and make recommendations for Advanced Advice client cases.
• Coordinate with field implementation to support field communication, marketing and training efforts that promote the Advanced Advice Program.
• Partner with subject matter experts across the firm and outside the firm to continually improve the quality of advice being given to clients.

Job description

Ameriprise Financial in Minneapolis seeks a senior Advanced Financial Planner to deliver planning expertise for high net worth clients, specializing in estate planning, advanced tax strategies, and stock option planning.

You will partner with field advisors, collaborate across teams, and guide complex financial plans. Requires CFP/ChFC, 5+ years, and ability to communicate clearly by phone and email. Remote work is available within 50 miles of Minneapolis.