Financial Advisor

20 hours ago

Noida, India NLB Services Full time

Key Responsibilities

  • Assist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.
  • Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of meetings, and providing necessary follow-up.
  • Prepare and ensure new business paperwork is successfully submitted which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance/annuity applications, and coordinating rollovers.
  • Prepare for and coordinate marketing events which includes creating marketing compliance documentation.
  • Provide general administrative duties such as answering the advisors phone, processing expense management reports, preparing routine client correspondence, setting up client files, copying, and handling new business correspondence and alerts.
  • Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely updates.
  • Help clients in enrolling/servicing on various Ameriprise tools.

Required Qualifications

  • Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance).
  • Willing to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST).
  • Graduate in finance discipline (0–3 year experience or 1-year diploma is preferred).
  • Good communication skills.
  • Basic understanding of MS PowerPoint, MS Excel, and MS Word.
  • Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage.
  • Must have an eye to detail with high accuracy levels.
  • Ability to meet strict timelines per the agreed SLAs for advisor practices.

  • Financial Advisor

    2 weeks ago

    Noida, India AVSG FINANCIAL SERVICES Full time

    LOOKING FOR SALES EXECUTIVE FOR THE ROLE OF FINANCIAL ADVISOR. JOB RESPOSIBLITIES REQUIRES SOURCING BUSINESS FROM EXISTING CLIENTS AND ACQUIRING NEW CLIENTS THROUGH REFFRELS. FINANCIAL PRODUCTS INCLUDES MUTUAL FUNDS, BONDS, FD, PORTFOLIO MANAGEMENT SERVICES, LIFE INSURANCE AND HEALTH INSURANCE. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00...

  • Analyst Financial Advisory Support

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time

    The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...

  • Financial Advisor

    2 weeks ago

    Noida, Uttar Pradesh, India NLB Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Key ResponsibilitiesAssist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of...

  • Process Trainee Financial Advisory Support

    2 days ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an...

  • Financial advisor/ Sales

    6 days ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 26,00,000 per year

    Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

  • Financial advisor/ Sales

    19 hours ago

    Noida, India Wealth Redefine Full time

    Company Description Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores. Role Description This is a full-time on-site role for a Financial Advisor/sales role...

  • Financial Planning Analyst

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time US$ 60,000 - US$ 1,00,000 per year

    Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...

  • Financial Planning Analyst

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time US$ 80,000 - US$ 1,20,000 per year

    Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...

  • Financial Planning Analyst

    17 hours ago

    Noida, India Ameriprise Financial Services, LLC Full time

    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...

  • Financial Advisor/ Sales

    4 days ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 2,60,000 - ₹ 36,00,000 per year

    Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...