Analyst – Financial Advisory Support

8 hours ago


Noida, 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 IST

looking 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 Overview

As 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 LPA
  • Night Shift Allowance: ₹72,000/year
  • Annual Bonus: ₹36,000
  • Retention Bonus: ₹1.5 Lakhs (paid at 6, 12 & 18 months)

Benefits:

  • Two-way transport facility
  • Medical Insurance up to ₹5 Lakhs (self + dependents + parents)
  • Retirement benefits as per government norms
  • Exposure to global wealth management & U.S. financial advisory ecosystem

Interested or know someone perfect for this role?

Let's connect

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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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