Manager - High Net Worth Planning Strategist

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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.
Demonstrate strong knowledge of complex financial planning concepts including legacy/estate, retirement, business and tax planning strategies.
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.
Bachelors 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.
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.
Strong knowledge of financial planning strategies, including estate, tax, business, retirement, equity compensation.
Solid understanding of financial planning process.
Strong Microsoft PowerPoint, Excel and Word skills.
Experience working with field leaders, advisors and clients.
Visa Sponsorship
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).
Remote Work
If you are not located within 50 miles of the Minneapolis office, this position can be remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process.
We have a pay-for-performance compensation philosophy. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Line of Business
AFG Ameriprise Franchise Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.