Manager, High Net Worth Planning Strategist

Advanced Wealth Planning Consultant

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.

• 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

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

• Experience working with the HNW market segment
• 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

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 River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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.