Manager – High Net Worth Planning Strategist

🔥 15 hours ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $93.4k - $128.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 0%

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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