Financial Planning Analyst

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 / 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

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 youre 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.