Financial Planning Analyst

2 days ago

Ameriprise India Noida Ameriprise Financial Services, LLC Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year
Support advisors in creating and delivering comprehensive financial plans for their retail clients.

Key Responsibilities

  • Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level
  • Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients' financial documents and advisor inputs
  • Generate reports through approved planning tools
  • Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail
  • Based on client's financial situation, document advice in the required format shared by the advisors
  • Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices
  • Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner

Required Qualifications

  • 6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
  • Postgraduation in Finance/ Diploma in Financial Planning/ Graduation in Commerce/ Mathematics/ Economics/ Business Management with minimum of 50% marks
  • Excellent verbal and written communication skills 
  • Analytical skills to develop data-driven reports with attention to detail.
  • Demonstrated ability multitask - manage time and prioritize tasks to meet deadlines
  • Strong interpersonal skills
  • Willingness to work in a team structure

Preferred Qualifications

  • Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage 
  • Cross cultural competence

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider 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.

Full-Time/Part-Time

Full time

Timings

(8:00p-4:30a

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations

  • Financial Planning Analyst

    4 days ago

    Noida, Uttar Pradesh, India Jubilant FoodWorks Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionJubilant FoodWorks Limited, part of the Jubilant Bhartia Group, is a leading food-tech powerhouse transforming the food consumption experience across India and international markets. With 3,387 stores in countries including India, Turkey, and Sri Lanka, we have been serving joy since 1995. We lead the industry in growth, customer...

  • Financial Planning Analyst

    4 weeks ago

    Bengaluru, India Elanco Full time

    Job Description Function Overview - The Financial Analyst plays a key role in supporting financial planning, forecasting and reporting activities for a geographical Area/Cluster. He/She works directly with the local finance teams, including the Area CFO, to provide financial insights and recommendations to inform business decisions. - During the business...

  • Senior Financial Analyst

    3 days ago

    Remote (India) Graphite Financial Group's Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are looking for a Senior Financial Analyst to join our growing Financial Advisory practice. Ideal candidates are analytical, inquisitive, and enjoy diving into financial data to identify key performance drivers and fresh insights.This is a client-facing role and candidates should be confident participating in client discussions, and  delivering and...

  • Senior Analyst Digital Analyst

    2 weeks ago

    Ameriprise India - Udyog Vihar Ameriprise Financial Services, LLC Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    The Sr Digital Analytics Analyst will be focused on platform roadmap, attribution, and driving enterprise capability growth for Ameriprise Wealth Management (Firm & Advisor Delivered).At Ameriprise, we are focused on personalizing the customer experience to acquire, deepen, and retain lifelong relationships by helping customers build financial confidence and...

  • Financial Planning Analyst

    10 hours ago

    Noida, Uttar Pradesh, India Incedo Full time ₹ 12,00,000 - ₹ 16,00,000 per year

    About IncedoIncedo is a US-based consulting, data science and technology services firm with over 4,500 people partnering with clients from our ten offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design...

  • Financial Analyst

    2 days ago

    Noida, , India Innovation Technology By Design Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    We are looking for a Financial Analyst to provide accurate and data-based information on the company's profitability, solvency, stability and liquidity. You will research and analyze financial information to help the company make well-informed decisions, write reports and monitor financial movements.Education and Qualifications Proven working experience as a...

  • Financial planning and analysis analyst

    4 weeks ago

    Noida, India Signify Full time

    We’re looking for a FP&A Analyst to join our team We’re the world leader in lighting for professionals, consumers and for the Internet of Things. Our passion for sustainability makes us one of the top 10 greenest companies in the world. As a FP&A Analyst you’ll be responsible for providing End to End FP&A support to the Markets/country Organisation,...

  • Financial Analyst

    4 days ago

    India DraconX Full time

    Company Description At DraconX, we transform innovative ideas into intelligent, scalable digital solutions. Specializing in AI business automation and AI-driven SaaS platforms, we develop MVPs, custom software, and automation systems to accelerate growth and innovation for startups and enterprises. Our expertise in AI, data analytics, and cloud technologies...

  • Financial Analyst

    4 days ago

    India DraconX Full time

    Company Description At DraconX, we transform innovative ideas into intelligent, scalable digital solutions. Specializing in AI business automation and AI-driven SaaS platforms, we develop MVPs, custom software, and automation systems to accelerate growth and innovation for startups and enterprises. Our expertise in AI, data analytics, and cloud technologies...

  • Financial Analyst

    3 days ago

    India DraconX Full time

    Company Description At DraconX, we transform innovative ideas into intelligent, scalable digital solutions. Specializing in AI business automation and AI-driven SaaS platforms, we develop MVPs, custom software, and automation systems to accelerate growth and innovation for startups and enterprises. Our expertise in AI, data analytics, and cloud technologies...