Manager - High Net Worth Planning Strategist

Ameriprise•Minneapolis, MN

2d•Remote

About The Position

In this role, you will collaborate with the Advanced Wealth Planning & Consulting team, key internal partners and advisors to assess, consult, and develop financial planning strategies & deliverables for advisors and their high-net-worth clients and prospects.

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.
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Nice To Haves

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.
Strong interpersonal and influencing skills.
Ability to manage and prioritize multiple client cases and priorities.
Strong written and oral communication skills.
Experience working with field leaders, advisors and clients.

Responsibilities

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 advisor 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 case.