About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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 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.
Job Description
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 with Wealth 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/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Skills Required
- Bachelor's degree or equivalent experience
- CFP or ChFC designation
- 5 or more years of relevant work experience
- Expert knowledge of complex financial planning issues
- Understanding of the financial planning process, tools, compliance, and quality standards
- Experience in at least three of estate planning, tax planning, small business planning, retirement planning, and stock options
- Ability to communicate complicated concepts clearly by phone and email
- Ability to quickly analyze complex situations and synthesize understandable advice
- Ability to work independently and collaborate across the organization
- Ability to design and develop a new service
- Series 7 license or ability to obtain it within 150 days
- State securities agent registration, S63 or S66, or ability to obtain it within 150 days
- State IAR registration, S65 or S66, or ability to obtain it within 150 days
- Experience presenting to professionals
- Experience with NaviPlan, MoneyGuide, Leimberg NumberCruncher, Bloomberg Income Tax Planner, StockOpter, or similar financial planning software
- Advanced degree in a related field, such as JD or MS in Financial Services
Ameriprise Financial Services, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.
-
Retirement Support — Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
-
Strong & Reliable Incentives — Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
-
Flexible Benefits — Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.
Ameriprise Financial Services, LLC Insights
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
