Analyst – Financial Advisory Support
8 hours ago
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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