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

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 Ameriprise India, WMS, Ameriprise Bank, and RVS to develop comprehensive solutions appropriate for high-net-worth client case

If you are not located close to a physical office, remote work is considered for qualified candidates. Minneapolis location is strongly preferred.

Required Qualifications:

5-7 years' financial services experience
Bachelor's or equivalent
Active FINRA Series 7, 66 (63 & 65) or ability to obtain within 90 days

Preferred Qualifications:

Experience working with the HNW market segment 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

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Base Pay Salary

The estimated base salary for this role is $91,600 - $123,700 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. 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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AFG Ameriprise Franchise Group