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Ameriprise Financial Financial Planning Analyst Interview Questions, Process, and Tips
Updated
17 Oct 2024
Top Ameriprise Financial Financial Planning Analyst Interview Questions and Answers
- Q1. What is better mutual fund or equity purchase?
- Q2. What is option?why we purchase option?
- Q3. What is your copping mechanism
12 Ameriprise Financial Financial Planning Analyst Interview Experiences
28 questions found
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Popular
Seema
Interview experience
Good
Difficulty level
-
Duration
-
Result
-
3 Interview Rounds
1
Resume Shortlist Round
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 tips
2
Technical Round (2 Questions)
- Q1. What is option?why we purchase option? View Answers (1)
- Q2. What is better mutual fund or equity purchase? View Answers (1)
3
Technical Round (1 Question)
- Q1. Questions related to my profile and in resume.. Add Answer
Anonymous
Interview experience
Excellent
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected
I applied via Referral and was interviewed in Jul 2024.
1 Interview Round
1
HR Round (2 Questions)
- Q1. Basic behavioral questions in 1st round and basic finance related questions in the 2nd round that took place with the director Add Answer
- Q2. Basic introductory questions Add Answer
Get interview-ready with top interview questions
Interview experience
Good
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected
I applied via LinkedIn and was interviewed in Oct 2023.
2 Interview Rounds
1
Technical Round (1 Question)
- Q1. Mutual Funds, Financial Planning ?, Portfolio advice? Add Answer
2
Behavioral Round (1 Question)
- Q1. Overhaul of the profile View Answers (1)
Interview Preparation Tips
Interview preparation tips for other job seekers - Be confident, go through your resume
Interview experience
Average
Difficulty level
-
Duration
-
Result
-
I applied via Campus Placement
2 Interview Rounds
1
HR Round (1 Question)
- Q1. About the educational background and you personal questions Add Answer
2
One-on-one Round (1 Question)
- Q1. Question reagarding basic finace Add Answer
Ameriprise Financial interview questions for designations
Chanchal Shrivastava
Interview experience
Good
Difficulty level
-
Duration
-
Result
-
3 Interview Rounds
1
Resume Shortlist Round
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
2
One-on-one Round (1 Question)
- Q1. It was an HR round. Basic questions View Answers (1)
3
One-on-one Round (1 Question)
- Q1. It was a Technical round with senior manager Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - It is a good company. Interview process did not take much time.
Interview experience
Good
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected
I applied via LinkedIn and was interviewed before Mar 2023.
1 Interview Round
1
Technical Round (1 Question)
- Q1. Mutual fund, financial planning, goal for financial planning, what sort information do you needed for financial planning. Add Answer
Interview Preparation Tips
Topics to prepare for Ameriprise Financial Financial Planning Analyst interview:
- Communication Skills
- Financial Planning
Interview experience
Good
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected
I applied via LinkedIn and was interviewed before Oct 2023.
1 Interview Round
1
One-on-one Round (3 Questions)
- Q1. Mutual Funds vs ULIPS View Answers (1)
- Q2. Networth vs Cash Flow View Answers (1)
- Q3. Basics of Financial Planning Add Answer
Interview experience
Excellent
Difficulty level
Moderate
Duration
2-4 weeks
Result
Selected
I applied via campus placement at Fortune Institute of International Business (FIIB) and was interviewed before Jul 2022.
4 Interview Rounds
1
Resume Shortlist Round
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
2
HR Round (4 Questions)
- Q1. If another company offers you better package will you leave this organisation Add Answer
- Q2. Where do you see yourself in next 5 years Add Answer
- Q3. What is your copping mechanism View Answers (1)
- Q4. How do you handle pressure Add Answer
3
Technical Round (2 Questions)
- Q1. What is financial planning View Answers (1)
- Q2. Scenario based questions Add Answer
4
One-on-one Round (2 Questions)
- Q1. What do your like the most Add Answer
- Q2. Why didn’t you pursue swimming as your main career Add Answer
Interview experience
Good
Difficulty level
Moderate
Duration
2-4 weeks
Result
Selected
I applied via Referral and was interviewed before Mar 2023.
2 Interview Rounds
1
HR Round (1 Question)
- Q1. Tell me about yourself
Some behavioural questions Add Answer
2
Technical Round (1 Question)
- Q1. About previous experience
Questions about debt and equity
Behavioural questions Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - Be fluent in your communication
Be crisp and clear with your answers
Be crisp and clear with your answers
I applied via Referral and was interviewed in Feb 2022.
1 Interview Round
1
HR Round (1 Question)
- Q1. Will you able to relocate and is night shift fine for you Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - Its basically a simplest FP and A interview you can give. They will just check communication skills and tell you that we do analysis but they just use softwares and no analysis in the process. Please compare their job description with other Financial planning analyst. Be mindful.
I applied via Campus Placement and was interviewed in May 2021.
3 Interview Rounds
Interview Questions
- Q1. Related to mutual funds, current affairs, financial modeling
Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - Prepare your introduction well, and study about mutual funds, current market status and wealth management
Ameriprise Financial Interview FAQs
How many rounds are there in Ameriprise Financial Financial Planning Analyst interview?
Ameriprise Financial interview process usually has 2 rounds. The most common rounds in the Ameriprise Financial interview process are Technical, HR and One-on-one Round.
How to prepare for Ameriprise Financial Financial Planning Analyst 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 Analytics, Asset Management, Business Management, Data Entry and Financial Planning.
What are the top questions asked in Ameriprise Financial Financial Planning Analyst interview?
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Interview Process at Ameriprise Financial Financial Planning Analyst
based on 6 interviews in last 1 year
1 Interview rounds
- HR Round
View more
People are getting interviews through
based on 9 Ameriprise Financial interviews
Job Portal
Campus Placement
Referral
33%
33%
33%
1% candidates got the interview through other sources.
Moderate
Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates
Interview Questions from Similar Companies
Fast track your campus placements
30%
less
than the average Financial Planning Analyst Salary in India
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Ameriprise Financial Financial Planning Analyst Reviews and Ratings
based on 12 reviews
Rating in categories
|
Team Lead
220
salaries
|  ₹7.5 L/yr - ₹26 L/yr |
|
Senior Associate
189
salaries
| ₹4 L/yr - ₹13 L/yr |
|
Financial Planning Analyst
177
salaries
| ₹3.8 L/yr - ₹8.8 L/yr |
|
Associate
158
salaries
| ₹2.8 L/yr - ₹10 L/yr |
|
Group Leader
113
salaries
| ₹8.5 L/yr - ₹35 L/yr |
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