Manager – High Net Worth Planning Strategist

Ameriprise Financial Services, LLC

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

Posted 10/9/2026full-timeRemote • Minnesota • United StatesMid-LevelSenior💰 $93,400 - $128,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in complex financial planning strategies, including estate, tax, business, and retirement planning, while effectively collaborating with advisors and high-net-worth clients to deliver tailored financial solutions. Proficient in analyzing complex situations and providing actionable recommendations supported by strong documentation skills.

Highest-signal resume keywords

Financial Planning ExperienceExpert Level Knowledge in Complex Financial PlanningCFP CertificationSeries 7 RegistrationStrong Microsoft Excel Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning StrategiesEstate PlanningTax PlanningBusiness PlanningRetirement PlanningEquity CompensationCase DocumentationFinancial AnalysisActionable RecommendationsClient Consultation

Soft Skills

CollaborationIndependent WorkCommunicationAnalytical ThinkingProblem Solving

Tools & Technologies

Microsoft PowerPointMicrosoft ExcelMicrosoft Word

Certifications & Qualifications

CFPSeries 7State Securities Agent Registration (S63 or S66)State IAR Registration (S65 or S66)

Industry Keywords

High-Net-Worth ClientsWealth ManagementFinancial Planning ProcessAdvisory ServicesFinancial Solutions

About the role

Key responsibilities & impact

Collaborate with the Advanced Wealth Planning & Consulting team, key internal partners and advisors to assess, consult, and develop financial planning strategies and 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 advisors 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 cases

Requirements

What you’ll need

Bachelor's 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
Series 7 or ability to obtain within 90 days
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
CFP strongly 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
Experience working with field leaders, advisors and clients
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Reasonable accommodation support during the application or interview process