Financial Planning Analyst/Advisory

2 weeks ago

Gurugram New Delhi Noida, India Careernet Full time US$ 50,000 - US$ 1,00,000 per year

We are hiring an Analyst-Financial Advisory

Role & responsibilities

The candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients.

Role & responsibilities:

  1. Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.).
  2. Create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business
  3. Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors

Preferred candidate profile :

  • Excellent communication skills & Financial Planning concepts.
  • Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement service. Experience of interacting with advisors or U.S business partners will be preferred
  • The candidate should be flexible to work in US Shift
  • NO Pursuing Candidates

Perks and benefits

  • 5 Days
  • Sat-Sun off
  • Both Side Cabs

To apply share your cv at

or call/WhatsApp Sophiya on

  • 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...

  • Risk Advisory

    3 days ago

    Delhi, India Mecklai Financial Services Full time

    **Job Role**:Analyst **Location**:Delhi **_Job Summary_** - Deliver high quality advisory services on FX markets to clients, protecting them against FX risk. Sale of Risk advisory services as per various schemes of Mecklai Financial. - Cross selling of other services offered by Mecklai Financial Services for eg. Policy, Valuations etc. **_Principal Duties...

  • 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

    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...

  • Process Trainee Financial Advisory Support

    6 hours 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...

  • Analyst Financial Advisory Support

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Key Responsibilities Required Qualifications advantage Preferred Qualifications About Our Company Ameriprise Financial

  • Financial Planning Analyst/Advisory Delhi Ncr

    2 weeks ago

    Delhi, NCR, New Delhi, Noida, India Careernet Full time US$ 50,000 - US$ 1,00,000 per year

    The candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients.Role & responsibilitiesPreparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.).Create the agenda and summary...

  • Analyst Financial Advisory Support

    2 weeks ago

    Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time

    Job DescriptionThe 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 anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This...

  • Financial Analyst

    2 weeks ago

    Noida, Uttar Pradesh, India RichCrest Advisors Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Financial AnalystJob Title: Financial Analyst – Corporate FinanceLocation: Delhi (On-site as applicable)About RichCrest Advisors:RichCrest Advisors is a financial services firm providing debt/loan funding, investment solutions, and virtual CFO services to individuals and businesses. With a team of Chartered Accountants and MBAs holding over three decades...

  • Financial Planning and Analysis

    6 days ago

    New Delhi, India PATH Full time

    PATH is a global nonprofit dedicated to achieving health equity. With more than 40 years of experience forging multisector partnerships, and with expertise in science, economics, technology, advocacy, and dozens of other specialties, PATH develops and scales up innovative solutions to the world’s most pressing health challenges. PATH is seeking a...