Financial Planning Analyst Financial Planning Analyst …

Ameriprise Financial, Inc.
in Noida, Uttar Pradesh, India
Permanent, Full time
Last application, 14 Apr 21
Competitive
Ameriprise Financial, Inc.
in Noida, Uttar Pradesh, India
Permanent, Full time
Last application, 14 Apr 21
Competitive
Financial Planning Analyst
Job Description

Support advisors on financial plan creation for their clients

Responsibilities

• Support senior analysts in financial data comprehension and data entry
• Analyze and document financial plans based on the clients information
• Perform activities related to financial plan preparation process within the defined turnaround and quality matrices
• Work as a part of team and contribute to team functions and responsibilities
• Take additional responsibilities as and when required

Required Qualifications

• Post Graduate in finance/ diploma in financial planning/ graduate in commerce/ math/ economics/ business management with minimum of 50% marks
• Good verbal and written communication skills

Preferred Qualifications

• 6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
• Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage
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