[Hiring] Manager - High Net Worth Planning Strategist @Ameriprise Financial Services, LLC

Role Description

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.

Key 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.

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.

Requirements

• 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.

Benefits

• The estimated base salary for this role is $93,400 – $128,400 per year.
• Pay-for-performance compensation philosophy.
• Initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location.
• Most roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives.
• Competitive and comprehensive benefits program supporting health and well-being, including vacation time, sick time, 401(k), and health, dental and life insurances.