Senior Financial Planning Advisor

1 month ago


Gurgaon, Haryana, India Ameriprise Financial Full time

Ameriprise India LLP is seeking a highly skilled Senior Financial Planning Advisor to join our team as a Technical Support Expert. This role will be responsible for providing expert technical support to advisors on Financial Planning and Advice concepts, including Comprehensive and Foundation Advice.

The ideal candidate will have excellent verbal and written communication skills, knowledge of Financial Planning/advice principles, tools, and the approach, and ability to collaborate, develop, and maintain relationships with field leaders. Additionally, they should have experience working with advisors, effective time management skills, strong attention to detail and organization, and trouble-shooting and problem-solving skills.

We offer a competitive salary of ₹14 lakhs per annum (estimated), depending on experience, and a comprehensive benefits package, including medical insurance, retirement savings plan, and opportunities for professional growth and development. Our company is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law.

Key Responsibilities:

  • Provide expert technical support to advisors on Financial Planning and Advice concepts, including Comprehensive and Foundation Advice
  • Support incremental queries related to CRM, eMeeting, Advice Insights, etc.
  • Partner closely with RSM team to support one-to-many coaching engagements
  • Support campaigns to drive within designated advisor groups/territories, including Comprehensive and Foundational
  • Engage with advisors and field partners on queries, particularly related to advice

Qualifications:

  • Bachelor's degree or equivalent; 3 to 5 years of experience
  • Previous experience in financial services industry
  • Prior knowledge of Advice concepts and tools preferred
  • Current designation: Senior Analyst/Team Lead (Band 29/30)


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