Manager, High Net Worth Planning Strategist

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

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 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

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