100+ Ameriprise Financial Interview Questions & Answers | Complete Prep Guide 2025

Ameriprise Financial Interview Experiences

Popular Designations

61 interviews found

Financial Planning Analyst Interview Questions & Answers

Anonymous

posted on 17 Oct 2024

Interview experience

Good

Difficulty level

Moderate

Process Duration

Less than 2 weeks

Result

Selected

I applied via LinkedIn and was interviewed before Oct 2023. There was 1 interview round.

Round 1 - One-on-one

(3 Questions)

Q1. Mutual Funds vs ULIPS

Ans.

Mutual funds are professionally managed investment funds that pool money from multiple investors to purchase securities, while ULIPs are insurance products that offer both insurance and investment benefits.

Mutual funds are managed by professional fund managers who invest in a diversified portfolio of securities based on the fund's investment objective.
ULIPs combine insurance and investment components, offering policyho...

Answered by AI

Add your answer

Q2. Networth vs Cash Flow

Ans.

Net worth is the total assets minus total liabilities of an individual or company, while cash flow is the movement of money in and out of a business.

Net worth is a static measure of wealth, while cash flow is a dynamic measure of financial health.
Net worth includes all assets and liabilities, such as investments, real estate, and debts, while cash flow focuses on the actual movement of money.
Net worth is a snapshot at ...

Answered by AI

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Q3. Basics of Financial Planning

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Top Ameriprise Financial Financial Planning Analyst Interview Questions and Answers

Q1. What is better mutual fund or equity purchase?

View answer (1)

Financial Planning Analyst Interview Questions asked at other Companies

Q1. What is difference between budget and forecasting?

View answer (2)

Financial Planning Analyst Interview Questions & Answers

Anonymous

posted on 29 Jul 2023

Interview experience

Excellent

Difficulty level

Moderate

Process Duration

2-4 weeks

Result

Selected

I applied via Campus Placement and was interviewed before Jul 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist

Pro Tip by AmbitionBox:

Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.

View all Resume tips

Round 2 - HR

(4 Questions)

Q1. If another company offers you better package will you leave this organisation

Add your answer

Q2. Where do you see yourself in next 5 years

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Q3. What is your copping mechanism

Ans.

My coping mechanism involves taking breaks, practicing mindfulness, and seeking support from colleagues and mentors.

Taking short breaks throughout the day to recharge
Practicing mindfulness techniques such as deep breathing or meditation
Seeking support from colleagues and mentors to discuss challenges and brainstorm solutions

Answered by AI

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Q4. How do you handle pressure

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Round 3 - Technical

(2 Questions)

Q1. What is financial planning

Ans.

Financial planning is the process of setting goals, evaluating resources, and creating a plan to achieve financial success.

Involves setting financial goals and objectives
Assessing current financial situation and resources
Creating a plan to achieve financial goals, including budgeting, saving, investing, and managing debt
Regularly reviewing and adjusting the plan as needed

Answered by AI

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Q2. Scenario based questions

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Round 4 - One-on-one

(2 Questions)

Q1. What do your like the most

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Q2. Why didn’t you pursue swimming as your main career

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Top Ameriprise Financial Financial Planning Analyst Interview Questions and Answers

Q1. What is better mutual fund or equity purchase?

View answer (1)

Financial Planning Analyst Interview Questions asked at other Companies

Q1. What is difference between budget and forecasting?

View answer (2)

Ameriprise Financial Interview Questions and Answers for Freshers

Contact Center Executive Interview Questions & Answers

Anonymous

posted on 30 Jun 2024

Interview experience

Good

Difficulty level

Moderate

Process Duration

Less than 2 weeks

Result

Selected

I applied via LinkedIn and was interviewed before Jun 2023. There were 2 interview rounds.

Round 1 - Group Discussion

What are the regulatory authority in is ?

Round 2 - One-on-one

(2 Questions)

Q1. Previous experience

Add your answer

Q2. Studies related to us finra

Add your answer

Contact Center Executive Interview Questions asked at other Companies

Q1. Can you handle the pressure of sale?

View answer (1)

Associate Interview Questions & Answers

Anonymous

posted on 10 Mar 2024

Interview experience

Average

Difficulty level

Moderate

Process Duration

2-4 weeks

Result

Selected

I applied via Referral and was interviewed before Mar 2023. There were 4 interview rounds.

Round 1 - HR

(2 Questions)

Q1. Financial instruments

Add your answer

Q2. Educational qualification

Add your answer

Round 2 - Aptitude Test

Multiple choice questions

Round 3 - Technical

(1 Question)

Q1. Life insurance case studies, clients success rates and requirements to achieve goals

Add your answer

Round 4 - One-on-one

(1 Question)

Q1. Director round - you will be judged on similar questions as shared earlier

Add your answer

Associate Interview Questions asked at other Companies

Q1. What is mean of TTR & why required for powder coating process ?

View answer (17)

Trainee Process Associate Interview Questions & Answers

Anonymous

posted on 21 Sep 2022

Round 1 - Resume Shortlist

Pro Tip by AmbitionBox:

Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.

View all Resume tips

Round 2 - One-on-one

(1 Question)

Q1. In this round they ask about your basic fundamentals and communication skill is checked.

Add your answer

Round 3 - HR

(1 Question)

Q1. In this round HR negotiate about the salary and for fresher they tell the facilities being provided

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - I would advice to clear your fundamentals and be well prepared which is on resume

Trainee Process Associate Interview Questions asked at other Companies

Q1. Describe briefly IP address and types of IP address

View answer (2)

Get interview-ready with Top Ameriprise Financial Interview Questions

Financial Planning Analyst Interview Questions & Answers

Anonymous

posted on 19 Mar 2024

Interview experience

Good

Difficulty level

Moderate

Process Duration

2-4 weeks

Result

Selected

I applied via Referral and was interviewed before Mar 2023. There were 2 interview rounds.

Round 1 - HR

(1 Question)

Q1. Tell me about yourself Some behavioural questions

Add your answer

Round 2 - Technical

(1 Question)

Q1. About previous experience Questions about debt and equity Behavioural questions

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Be fluent in your communication
Be crisp and clear with your answers

Top Ameriprise Financial Financial Planning Analyst Interview Questions and Answers

Q1. What is better mutual fund or equity purchase?

View answer (1)

Financial Planning Analyst Interview Questions asked at other Companies

Q1. What is difference between budget and forecasting?

View answer (2)

Financial Analyst Interview Questions & Answers

Anonymous

posted on 28 Oct 2023

Interview experience

Excellent

Difficulty level

Moderate

Process Duration

Less than 2 weeks

Result

Selected

I applied via Referral and was interviewed before Oct 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist

Pro Tip by AmbitionBox:

Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.

View all Resume tips

Round 2 - HR

(3 Questions)

Q1. Question on introduce yourself

Add your answer

Q2. Question related to academic profile

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Q3. Question on current job role and on past job experiences

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Round 3 - Technical

(2 Questions)

Q1. What is asset management

Ans.

Asset management involves managing a client's investments and assets to achieve their financial goals.

Involves managing investments and assets
Focuses on maximizing returns while minimizing risk
Includes financial analysis, market research, and portfolio management
Examples: mutual funds, hedge funds, real estate investments

Answered by AI

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Q2. Related to shares and debentures

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Financial Analyst Interview Questions asked at other Companies

Q1. Suppose you have 10000 US dollars with you, out of which you took a loan of 5000 US Dollars. Now suppose you have purchased two assets of 5000 US Dollars each, one through cash and other through bank loan. How would you show this transactio... read more

View answer (3)

Interview Questions & Answers

posted on 6 Apr 2022

I applied via Approached by Company and was interviewed in Oct 2021. There were 3 interview rounds.

Round 1 - Technical

(4 Questions)

Q1. Basic Related to Informatica Powercenter.

Add your answer

Q2. Data Warehousing concepts. Schema Dimensions and Facts

Add your answer

Q3. Production Support Scenario based questions like Rejection of Error Record in production runtime.

Add your answer

Q4. Motive behind the Job change

Add your answer

Round 2 - Technical

(1 Question)

Q1. US Team interviewed with the similar approach as the Round 1

Add your answer

Round 3 - One-on-one

(1 Question)

Q1. One on One with the Director of the Project

Add your answer

Interview Preparation Tips

Topics to prepare for Ameriprise Financial interview:

Data Warehousing
Powercenter

Interview preparation tips for other job seekers - Stick to your Technology questions and hands on experience scenarios.
Efficient English Communication

Analyst Interview Questions & Answers

Anonymous

posted on 31 Jan 2024

Interview experience

Excellent

Difficulty level

Moderate

Process Duration

2-4 weeks

Result

Selected

I applied via Referral and was interviewed before Jan 2023. There was 1 interview round.

Round 1 - HR

(3 Questions)

Q1. Tell me about your current job role

Add your answer

Q2. What is your salary ctc

Add your answer

Q3. Your most questions come from cv

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Finance related questions on equity shares, debentures, npv, irr, insurance and annuity and retirement planning, estate planning, asset management, about company read, your long term goal and short term goal, where you find yourself after 5 yrs, why you want to join, why you left last job.

Analyst Interview Questions asked at other Companies

Q1. N-th Fibonacci Number Problem Statement Given an integer ‘N’, your task is to find and return the N’th Fibonacci number using matrix exponentiation. Since the answer can be very large, return the answer modulo 10^9 + 7. Formula: F(n) = F(n-... read more

View answer (1)

Lead Financial Analyst Interview Questions & Answers

Anonymous

posted on 18 Jul 2023

Interview experience

Poor

Difficulty level

Moderate

Process Duration

2-4 weeks

Result

Selected

I applied via Naukri.com and was interviewed before Jul 2022. There were 5 interview rounds.

Round 1 - Resume Shortlist

Pro Tip by AmbitionBox:

Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.

View all Resume tips

Round 2 - One-on-one

(1 Question)

Q1. First round will be with hiring leader

Add your answer

Round 3 - Technical

(1 Question)

Q1. Excel test and case study

Add your answer

Round 4 - One-on-one

(1 Question)

Q1. One on one round with Manager level

Add your answer

Round 5 - HR

(1 Question)

Q1. Salary negotiation and final discussion

Add your answer

Lead Financial Analyst Interview Questions asked at other Companies

Q1. Expense which is incurred but yet to be paid

View answer (1)

Top trending discussions

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Interview Tips & Stories

4d (edited)

timepasstiwari

A Digital Markter

Got Rejected In an Interview, Just Because I Didn’t Answer a Personal Question

So, I got invited for this interview, and they told me to be there at 9 AM. Of course, I get there early, like 8:30, because I don't want to be late. But then I end up waiting for 1.5 hours... read more

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Ameriprise Financial Interview FAQs

How many rounds are there in Ameriprise Financial interview?

Ameriprise Financial interview process usually has 2-3 rounds. The most common rounds in the Ameriprise Financial interview process are HR, Technical and One-on-one Round.

How to prepare for Ameriprise Financial interview?

Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Ameriprise Financial. The most common topics and skills that interviewers at Ameriprise Financial expect are Asset Management, Financial Planning, Analytics, Python and Automation.

What are the top questions asked in Ameriprise Financial interview?

Some of the top questions asked at the Ameriprise Financial interview -

1. Tell me about Python OS module. 2. What is Anachron? 3. What is the differen...read more
What are current assets and give 2 examples? What is debt equity ratio ? Situa...read more
What are mutual funds ? , Sharpe ratio , Treynor ratio , Yield curve , Beta , B...read more

How long is the Ameriprise Financial interview process?

The duration of Ameriprise Financial interview process can vary, but typically it takes about less than 2 weeks to complete.

Team Lead 227 salaries	₹0 L/yr - ₹0 L/yr
Senior Associate 208 salaries	₹0 L/yr - ₹0 L/yr
Financial Planning Analyst 189 salaries	₹0 L/yr - ₹0 L/yr
Associate 169 salaries	₹0 L/yr - ₹0 L/yr
Group Leader 108 salaries	₹0 L/yr - ₹0 L/yr

Ameriprise Financial Interview Questions, Process, and Tips

Top Ameriprise Financial Interview Questions and Answers

Ameriprise Financial Interview Experiences

61 interviews found

(3 Questions)

Top Ameriprise Financial Financial Planning Analyst Interview Questions and Answers

Financial Planning Analyst Interview Questions asked at other Companies

(4 Questions)

(2 Questions)

(2 Questions)

Top Ameriprise Financial Financial Planning Analyst Interview Questions and Answers

Financial Planning Analyst Interview Questions asked at other Companies

(2 Questions)

Contact Center Executive Interview Questions asked at other Companies

(2 Questions)

(1 Question)

(1 Question)

Associate Interview Questions asked at other Companies

(1 Question)

(1 Question)

Interview Preparation Tips

Trainee Process Associate Interview Questions asked at other Companies

(1 Question)

(1 Question)

Interview Preparation Tips

Top Ameriprise Financial Financial Planning Analyst Interview Questions and Answers

Financial Planning Analyst Interview Questions asked at other Companies

(3 Questions)

(2 Questions)

Financial Analyst Interview Questions asked at other Companies

Interview Questions & Answers

(4 Questions)

(1 Question)

(1 Question)

Interview Preparation Tips

(3 Questions)

Interview Preparation Tips

Analyst Interview Questions asked at other Companies

(1 Question)

(1 Question)

(1 Question)

(1 Question)

Lead Financial Analyst Interview Questions asked at other Companies

Ameriprise Financial Interview FAQs

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