Financial Planning Process Trainee - Gurugram, Haryana, India - Ameriprise Financial

Ameriprise Financial

Verified Company

Gurugram, Haryana, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Support advisors in creating and delivering comprehensive financial plans for their retail clients.

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
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.