Senior Remote High Net Worth Planning Strategist

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

Job summary

Ameriprise Financial Services is seeking an experienced financial planning professional to collaborate with the Advanced Wealth Planning & Consulting team and advisors serving high-net-worth clients. You will assess, consult, and develop strategies and deliverables to support advisory teams.

You will work cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource to deliver comprehensive solutions, ensure accurate documentation, and create actionable

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 knowledge of complex financial planning concepts including estate, retirement, business and tax planning.
• Ensure accurate and timely case documentation.
• Prepare case strategies, recommendations and advice materials to support advisor and high-net-worth clients.
• Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource to develop comprehensive solutions.

Skills

Financial planning

HNW expertise

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

PowerPoint

Excel

Word

Job description

Ameriprise Financial Services is seeking an experienced financial planning professional to collaborate with the Advanced Wealth Planning & Consulting team and advisors serving high-net-worth clients. You will assess, consult, and develop strategies and deliverables to support advisory teams.

You will work cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource to deliver comprehensive solutions, ensure accurate documentation, and create actionable