Manager – High Net Worth Planning Strategist

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Collaborate with the Advanced Wealth Planning & Consulting team, as well as key internal partners and advisors, to evaluate, consult, and create financial planning strategies and deliverables for advisors and their high-net-worth clients and prospects.

• Exhibit a strong understanding of intricate financial planning concepts, including estate/legacy, retirement, business, and tax planning strategies.

• Ensure timely and accurate documentation of cases.

• Develop case strategies, recommendations, and advisory materials to assist advisors and their high-net-worth clients.

• Work collaboratively across various organizations, including Wealth Management Solutions, Ameriprise Bank, and RiverSource, to formulate comprehensive solutions tailored for high-net-worth client cases.

⛳️ Requirements

• Bachelor's degree or equivalent experience.

• 5-7 years of experience in financial planning.

• Familiarity with the high-net-worth market segment.

• Expert-level knowledge in complex financial planning issues.

• Series 7 license or the ability to obtain it within 90 days.

• State securities agent registration (S63 or S66) or the ability to secure it within 90 days.

• State IAR registration (S65 or S66) or the ability to acquire it within 90 days.

• CFP designation is highly preferred.

• Comprehensive knowledge of financial planning strategies, including estate, tax, business, retirement, and equity compensation.

• Solid grasp of the financial planning process.

• Capacity to quickly analyze complex situations and distill them into understandable advice.

• Ability to work autonomously and collaborate with others across the organization.

• Experience in assessing advisors' needs, identifying appropriate strategies, and providing actionable recommendations.

• Proficient in Microsoft PowerPoint, Excel, and Word.

• Experience working with field leaders, advisors, and clients.

• Valid work authorization that does not currently, or in the future, require visa sponsorship for employment in the United States.

🏝️ Benefits

• Variable pay in the form of bonuses, commissions, and/or long-term incentives based on the role.

• Vacation time.

• Sick time.

• 401(k) plan.

• Health insurance.

• Dental insurance.

• Life insurance.

• Support for reasonable accommodations during the application or interview process.