Ameriprise Recruitment Drive; Hiring Analyst – Apply Now

Analyst Financial Advisory Support Job Openings in Noida & Gurgaon 2025!!!

Ameriprise announced job vacancy for the post of Analyst Financial Advisory Support. The place of posting will be at Noida & Gurgaon. Candidates whhave completed Graduate / Engineering / Post Graduate with Fresher / Experience are eligible tapply. More details about qualifications, job description and roles & responsibilities are as follows

Name of the Company	Ameriprise
Required Qualifications	Graduate
Skills	Communication, MS power point, MS Excel and MS Word
Category	Finance
Work Type	Onsite

The candidate will be responsible twork with a dedicated advisor/ a team of financial advisors and staff thelp provide outstanding service tour clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors’ practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Θ Positions: Analyst Financial Advisory Support

Θ Job Location: Noida & Gurgaon

Θ Salary: As Per Company Norms

Θ Job Type: Full Time

Θ Requisition ID: r25_0000002527

Roles and Responsibilities:

Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation tsend thome office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools

Required Skills & Qualifications:

• Willingness tgfor licensing certifications as needed (SERIES 7 and possibly alsfor State Securities, State IAR, State Insurance)
• Willing twork evening hours: 8:00 pm t4:30 am (9:30am t6pm CST)
• Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
• Good communication skills
• Basic understanding of MS power point, MS Excel and MS Word
• Exposure tfinancial products like mutual funds, insurance, retirement services, etc. would be an added advantage
• Must have an eye tdetail with high accuracy levels
• Ability tmeet strict timelines per the agreed SLAs for advisor practices

Preferred Qualifications

• Experience of interacting with advisors or U.S business partners will be preferred

 

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