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Lead High-Net-Worth Planning Strategist

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Ameriprise Financial Services, LLC
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 93000 - 128000 USD Yearly USD 93000.00 128000.00 YEAR
Job Description & How to Apply Below

Ameriprise Financial Services, LLC in Minneapolis is seeking an experienced Wealth Planning professional to collaborate with the Advanced Wealth Planning & Consulting team, advisors, and internal partners to develop strategies and deliverables for high-net-worth clients and prospects.

The role requires 5-7 years in financial planning, expert knowledge in complex planning issues, and active or eligible Series 7, S63/S66, and S65/S66 registrations.

We have an opening for a Lead High-Net-Worth Planning Strategist in Minneapolis, MN, United States within Finance, Management & Operations.

Our group is growing, and we are hiring a Lead High-Net-Worth Planning Strategist in Minneapolis, MN, United States.

This opening is for the Lead High-Net-Worth Planning Strategist role at Ameriprise Financial Services, LLC.

We are seeking a motivated Lead High-Net-Worth Planning Strategist to join Ameriprise Financial Services, LLC in Minneapolis, MN, United States.

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