Benefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Company: Treeline Wealth Management (An Ameriprise Private Wealth Advisory Practice) Location: Minnetonka, MN Job Type: Full-time (40 hours/week) Schedule: Flexible scheduling Pay: $80,000–$100,000 (commensurate with experience) Benefits: Full-time benefits available
About the Practice
Treeline Wealth Management is an Ameriprise Private Wealth Advisory Practice in Minnetonka, MN. We assist clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines and differentiates our practice. We are a collaborative, team-based environment that values integrity, professionalism, and clear communication.
Position Summary
The Portfolio Construction Specialist supports complex case analysis and model portfolio construction for high-net-worth clients. In this role, you will collect and analyze financial information, markets, and products, and develop recommendations using a variety of tools. This is a highly analytical position requiring strong organization, excellent follow-up, and the ability to communicate clearly with internal stakeholders.
Key Responsibilities
Perform complex client case analysis and portfolio design
Provide portfolio recommendations, construction, and management for model portfolios
Collect and analyze client financial data using financial planning software tools
Develop preliminary financial planning recommendations and initial product solutions for advisor review
Prepare charts, graphs, tables, and visual aids used in decision-making and case implementation
Develop portfolio product solutions aligned with client risk tolerance, tax sensitivities, and time horizon
Close out and deliver plans following Ameriprise required procedures
Provide general administrative support (correspondence, forms, reports, processing confidential documents, email maintenance)
Maintain strong compliance awareness and adhere to all Ameriprise/practice regulations
Complete additional duties and projects as assigned
Qualifications
CFA required
1–2 years of finance or accounting experience
Strong financial market and product knowledge, including (but not limited to): mutual funds, annuities, separately managed accounts, structured notes, alternative investments, ETFs
Strong data analysis skills
Highly organized; ability to prioritize a diverse workload, multitask, and take initiative
Strong task management and follow-up
Professional, courteous, team-oriented, strong work ethic
Proficient in MS Office with deep Excel experience required
Ability to adhere to rules and regulations as required by the Advisor and Ameriprise Financial
Ability to support compliance within the Advisor’s practice
Equal Opportunity Employer
The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
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