Manager – High Net Worth Planning Strategist

Manager – High Net Worth Planning Strategist

Requirements

• 5-7 years’ financial services experience
• Bachelor’s or equivalent
• Active FINRA Series 7, 66 (63 & 65) or ability to obtain within 90 days

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

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