Financial Planning Analyst

The candidate will support Client Relationship Managers in creating and delivering comprehensive financial plans for their retail clients. The specialist will complete data inputs in financial planning tools and document the recommendations provided by the advisors.

Key Responsibilities

Internal Operational Activities

Support Ameriprise Advisor Center financial advisors based to create comprehensive and compliant financial plans for their clients, at individual / household level

Data inputs in financial planning tools such as MoneyGuide, based on careful examination of clients' financial documents and advisor inputs

Generate reports through approved planning tools

Upskilling oneself with financial planning concepts to help discuss / prepare plan strategies / suggestions with advisors via phone or e-mail

Based on client's financial situation, document advice in the required format shared by the advisors

Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrics

Able to manage advisor relationships and discuss plan strategies either on Teams or via email

Client Outreach Functions

Assist clients in data gathering for FP through emails

Required Qualifications

Graduate / Post-Graduate in finance discipline

Good communication skills - Proven written and oral communication skills with client service orientation

Must have an eye to detail with high accuracy levels

Ability to meet strict timelines per the agreed SLAs for advisor practice

Strong interpersonal skills and willingness to work in a team structure

Willingness to go for licensing certifications as and when needed in future

Willing to work evening hours : preferred shift 6 : 30 pm to 3 : 00 am IST

Preferred Qualifications

Prior experience in customer-based interactions roles both written and verbal will be an added advantage

Experience Of Interacting With Financial Advisors Will Be Preferred

Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time / Part-Time

Full time

Timings

(8 : 00p-4 : 30a)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations

Skills Required

Data Gathering