Senior High-Net-Worth Planning Strategist

Threadneedle group; Minneapolis (MN); On-site; USD 93,000 - 128,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Dental insurance

Life insurance

Paid time off

Job summary

Ameriprise Financial seeks an experienced financial planning professional to partner with the Advanced Wealth Planning & Consulting team and advisors serving high-net-worth clients. You will develop strategies, prepare materials, and document cases to support complex planning across legacy, estate, retirement, and tax planning.

Collaborate with Wealth Management Solutions, Ameriprise Bank, and RiverSource to deliver comprehensive solutions while upholding our client-centric approach and

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 5–7 years of financial planning experience, with high-net-worth exposure.
• CFP is strongly preferred and relevant licenses or registrations are required or obtainable.

Responsibilities

• Collaborate with Advanced Wealth Planning & Consulting to assess and develop planning strategies for high-net-worth clients.
• Prepare case strategies and materials to support advisors and their clients.
• Document cases accurately and timely, ensuring compliance and quality.

Skills

Financial planning

HNW experience

Analytical ability

Communication skills

Independence

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Microsoft PowerPoint

Microsoft Excel

Microsoft Word

Job description

Ameriprise Financial seeks an experienced financial planning professional to partner with the Advanced Wealth Planning & Consulting team and advisors serving high-net-worth clients. You will develop strategies, prepare materials, and document cases to support complex planning across legacy, estate, retirement, and tax planning.

Collaborate with Wealth Management Solutions, Ameriprise Bank, and RiverSource to deliver comprehensive solutions while upholding our client-centric approach and