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.
Key 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 withWealth Management Solutions, Ameriprise Bank, and RiverSource to develop comprehensive solutions appropriate for high-net-worth client case.
Required Qualifications
- 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.
Preferred Qualifications
- 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.
- 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.
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.
Base Pay Salary
The estimated base salary for this role is $93,400 – $128,400 per 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.
Full time
Exempt
Sales
AFG Ameriprise Franchise Group
