Analyst – Financial Advisory Support

12 hours ago

uttar pradesh, India Nityo Infotech Full time

🚀 We’re Hiring | Analyst – Financial Advisory Support📍 Noida | Hybrid | Full-Time🕗 US Shift: 8:00 PM – 4:30 AM ISTLooking for detail-oriented and client-focused professionals to join our Financial Advisory Support team. This role offers an excellent opportunity to work closely with U.S.-based financial advisors and gain exposure to global wealth management practices.🔍 Role OverviewAs an Analyst – Financial Advisory Support, you will partner with dedicated financial advisors to deliver outstanding client service, support financial planning activities, and ensure smooth execution of advisory operations while adhering to the highest ethical and regulatory standards.🔑 Key Responsibilities✔ Assist financial advisors with client servicing, basic financial planning, investment research, and trade execution✔ Prepare agendas, summaries, and follow-ups for client meetings✔ Support new account openings, money movement, rollovers, insurance & annuity applications✔ Manage and track new business documentation and compliance requirements✔ Coordinate marketing events and prepare marketing compliance documentation✔ Handle administrative activities including expense reports, correspondence, and client file management✔ Support advisors with social media presence (LinkedIn & Facebook)✔ Assist clients in enrolling and servicing Ameriprise digital tools🎯 Required Qualifications✔ Graduate in Finance (MBA / M.Com / Master’s in Finance preferred)✔ 1–3 years of experience (freshers with finance exposure can apply)✔ Basic understanding of Mutual Funds, Insurance, Retirement Services✔ Strong communication skills and attention to detail✔ Proficiency in MS Excel, PowerPoint & Word✔ Willingness to pursue licensing certifications (Series 7, State Securities, Insurance, etc.)✔ Comfortable working in US night shift🌟 What’s in It for You?💰 CTC Details:Base Pay: ₹6.25 LPANight Shift Allowance: ₹72,000/yearAnnual Bonus: ₹36,000Retention Bonus: ₹1.5 Lakhs (paid at 6, 12 & 18 months)🎁 Benefits:Two-way transport facilityMedical Insurance up to ₹5 Lakhs (self + dependents + parents)Retirement benefits as per government normsExposure to global wealth management & U.S. financial advisory ecosystem📨 Interested or know someone perfect for this role? Let’s connect📧 naresha.r@nityo.com📞 8746012727 | 💬 WhatsApp: 8746012727🔁 Feel free to tag or refer someone who may be a great fit#Hiring #FinanceJobs #Ameriprise #FinancialAdvisory #USShift #NoidaJobs #MBAFinance #WealthManagement #HybridJobs

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