Financial Planning Process Trainee

3 days ago

Ameriprise India Noida Embassy Oxygen Business Park Ameriprise Financial Services, LLC Full time ₹ 6,00,000 - ₹ 12,00,000 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

  • 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

  • Insurance & Annuities Process Trainee

    1 week ago

    Ameriprise India - Noida - Embassy Oxygen Business Park Ameriprise Financial Services, LLC Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...

  • Service & Operations Process Trainee

    6 days ago

    Ameriprise India - Noida - Embassy Oxygen Business Park Ameriprise Financial Services, LLC Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...

  • Financial Planning Analyst

    6 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 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 NaviPlan and MoneyGuide, based on careful...

  • Principal Lead Batch Scheduling

    7 days ago

    Ameriprise India - Noida - Embassy Oxygen Business Park Ameriprise Financial Services, LLC Full time ₹ 10,00,000 - ₹ 25,00,000 per year

    We are seeking a highly experienced Scheduling Operations Specialist with over 10 years of hands-on expertise in enterprise batch operations. This role is critical to ensuring the success of business-critical applications through proactive support, incident resolution, and continuous improvement of scheduling environments using tools like Tidal, Tivoli.We...

  • Lead Java Developer

    2 weeks ago

    Ameriprise India - Noida - Embassy Oxygen Business Park Ameriprise Financial Services, LLC Full time ₹ 1,15,00,000 - ₹ 1,45,00,000 per year

    The Distributed Technologies Principal Lead - Application Development, is responsible for development, maintenance & support of applications involving batch and front end application for a critical bundle of client applications built on a diverse technology stack, and should have strong hands-on experience in java and unix, along with working knowledge of...

  • Process Trainee Financial Advisory Support

    2 weeks 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...

  • Service & Operations Process Trainee

    2 weeks ago

    Noida, India Ameriprise Financial Full time

    **Responsibilities** - Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. -...

  • Technology Process Trainee

    2 weeks ago

    Noida, India Ameriprise Financial Full time

    **Responsibilities** **Required Qualifications** - Bachelor’s degree in Computer Science or similar field or equivalent work experience. - Strong analytic, problem-solving, multi-tasking and organizational skills - 0-2 years of development expertise in Core Java, J2EE, Webservices, Spring, Hibernate. - Good Knowledge in Oracle and SQL from handling...

  • Process Trainee Practice Support

    1 week ago

    Noida, India Ameriprise Financial Full time

    **Responsibilities** Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely...

  • Insurance & Annuties Process Trainee

    22 hours ago

    Noida, Uttar Pradesh, India Ameriprise Financial Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...