Senior High-Net-Worth Planning Strategist

Ameriprise Financial; Minneapolis (MN); Remote; USD 93,000 - 128,000; Full time

Job summary

Ameriprise Financial is seeking a seasoned Financial Planning professional to consult high-net-worth clients, design comprehensive strategies across estate, retirement, business and tax planning, and prepare clear, actionable results for advisors. You will document cases accurately and collaborate with Wealth Management Solutions, Ameriprise Bank, and RiverSource to deliver tailored solutions.

The role requires a Bachelor's degree, 5–7 years of financial planning experience, licenses or ability

Qualifications

• Bachelor's degree or equivalent experience.
• 5-7 years of financial planning experience.
• Experience with high-net-worth clients.
• Series 7 or ability to obtain within 90 days; S63/S66 within 90 days; IAR registration (S65/S66) within 90 days.
• CFP strongly preferred.

Responsibilities

• Demonstrate knowledge of complex financial planning concepts (estate, retirement, business, tax).
• Ensure accurate and timely case documentation.
• Prepare case strategies and materials for advisors and high-net-worth clients.
• Partner with Wealth Management Solutions, Ameriprise Bank, and RiverSource to develop comprehensive solutions.

Skills

Financial planning

Client advisory

Analytical thinking

Communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Ameriprise Financial is seeking a seasoned Financial Planning professional to consult high-net-worth clients, design comprehensive strategies across estate, retirement, business and tax planning, and prepare clear, actionable results for advisors. You will document cases accurately and collaborate with Wealth Management Solutions, Ameriprise Bank, and RiverSource to deliver tailored solutions.

The role requires a Bachelor's degree, 5–7 years of financial planning experience, licenses or ability