Financial Planning Analyst
- Full time
- Gurugram IN
- @Ameriprise Financial Services
Job Detail
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Job ID 4177
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Career Level Others
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Experience 1-2 Years
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Industry Finance
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Qualifications Master’s Degree
Job Description
About the job:
- Role: Financial Planning Analyst
- Location: Gurugram
- Experience: 0-2 yrs
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 Navi Plan and Money Guide, 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:
- 0 -2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
- Post graduation 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