Financial Planning Analyst
- Ameriprise Financial
- 2 - 7 years
- Noida, Gurugram
- 5 months ago
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Job Description
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 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
Job Classification
Industry: Financial ServicesFunctional Area / Department: Finance & AccountingRole Category: FinanceRole: Financial AnalystEmployement Type: Full timeContact Details:
Company: Ameriprise FinancialLocation(s): Noida, Gurugram+ View Contact
Keyskills: Financial Planning Analyst Analytical skills operational support Interpersonal skills financial products Mutual funds Financial planning Asset management Management Financial services
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