Manager – High Net Worth Planning Strategist

🕒 Outubro 9

❄️ Minnesota – Remoto

❄️ Minnesota – Remote

💵 $93.400 - $128.400 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

👻 Score fantasma 2%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Por que essa pontuação:

• Aberta há 33 dias.
• As vagas desta empresa costumam ser preenchidas em 28 dias.

Candidatar-se

Encontrar Vagas Remotas Similares

Ameriprise Financial Services, LLC

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1894

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A Ameriprise Financial Services, LLC é um provedor líder de planejamento financeiro personalizado e consultoria. A empresa enfatiza o aconselhamento financeiro individualizado para ajudar os clientes a alcançar seus objetivos financeiros únicos e oferece consultas gratuitas com seus consultores financeiros. A Ameriprise é bem conceituada no setor de investimentos, oferecendo um serviço premiado focado na satisfação do cliente. Com o apoio de seu Grupo de Pesquisa de Investimentos, os consultores da Ameriprise fornecem aos clientes pesquisas objetivas, estratégias de investimento acionáveis e análises contínuas de mercado e economia. A empresa também prioriza a segurança online e a privacidade para os clientes que acessam suas contas e documentos financeiros online.

Descrição

• Collaborate with the Advanced Wealth Planning & Consulting team, key internal partners and advisors to assess, consult, and develop financial planning strategies and deliverables for advisors and their high-net-worth clients and prospects • 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 advisors 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 cases

🎯 Requisitos

• 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 • CFP strongly preferred • Strong knowledge of financial planning strategies, including estate, tax, business, retirement, equity compensation • Solid understanding of financial planning process • Ability to quickly analyze complex situations and synthesize into easy-to-understand advice • Ability to work independently and collaborate with others across the organization • Experience with advisors assessing their needs, identifying suitable strategies and making actionable recommendations • Strong Microsoft PowerPoint, Excel and Word skills • Experience working with field leaders, advisors and clients • Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

🏖️ Benefícios

• Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Reasonable accommodation support during the application or interview process

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo