Manager - High Net Worth Planning Strategist

What you’d do

Develop financial planning strategies and deliverables for advisors and their high-net-worth clients, covering estate, retirement, business and tax planning. Full time, based in Minneapolis. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent experience
• 5-7 years' financial planning experience
• Experience with HNW market segment
• Series 7 or ability to obtain within 90 days
• S63 or S66 or ability to obtain within 90 days