Support advisors in creating and delivering comprehensive financial plans for their retail clients.
Key Responsibilities
- Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level
- Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients’ financial documents and advisor inputs
- Generate reports through approved planning tools
- Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. 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 metrices
- Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner
Required Qualifications
- 6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
- Postgraduation in Finance/ Diploma in Financial Planning/ Graduation in Commerce/ Mathematics/ Economics/ Business Management with minimum of 50% marks
- Excellent verbal and written communication skills
- Analytical skills to develop data-driven reports with attention to detail.
- Demonstrated ability multitask - manage time and prioritize tasks to meet deadlines
- Strong interpersonal skills
- Willingness to work in a team structure
Preferred Qualifications
- Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage
- Cross cultural competence
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
Top Skills
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
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