Manager - High Net Worth Planning Strategist

Location: Minneapolis, Minnesota; remote work is available if not located within 50 miles of the Minneapolis office. Any travel or in-person collaboration expectations will be discussed during the hiring process.

Base salary: $93,400–$128,400 per year, plus potential variable compensation and benefits.

Company

hirify.global is a diversified financial services company providing financial planning, wealth management, asset management, insurance, and annuity services.

What you will do

• Assess high-net-worth client and prospect cases with the Advanced Wealth Planning & Consulting team, advisors, and internal partners.
• Develop financial planning strategies covering legacy, estate, retirement, business, tax, and equity compensation matters.
• Prepare case strategies, recommendations, and advice materials for advisors and clients.
• Maintain accurate and timely case documentation.
• Collaborate with Wealth Management Solutions, Ameriprise Bank, and RiverSource to develop comprehensive client solutions.

Requirements

• Bachelor’s degree or equivalent experience.
• 5–7 years of financial planning experience, including experience with the high-net-worth market segment.
• Expert knowledge of complex financial planning issues and the ability to analyze complex situations.
• Series 7 license, or ability to obtain it within 90 days.
• State securities agent registration through S63 or S66, or ability to obtain it within 90 days.
• State IAR registration through S65 or S66, or ability to obtain it within 90 days.

Nice to have

• CFP certification.
• Experience advising advisors, field leaders, and clients on actionable planning strategies.
• Strong Microsoft PowerPoint, Excel, and Word skills.
• Strong written, oral, interpersonal, and influencing skills.
• Ability to manage multiple client cases and priorities independently and collaboratively.

Culture & Benefits

• Full-time exempt employment in a diversified financial services organization.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.
• Pay-for-performance compensation philosophy with potential bonus, commissions, or long-term incentives.
• Inclusive and accessible recruitment process with reasonable accommodation support.