Key Responsibilities
Data Review & Validation:
Request data from advisor to complete data set
Verify client data uploaded to BOX (tax returns, account statements, equity compensation, assets/liabilities, major expenses, estate/trust documents).
Ensure completeness and accuracy before engagement calls
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Engagement & Baseline Call Coordination
Schedule and participate in engagement calls; capture detailed notes and review data checklists.
Conduct internal and external baseline calls with strategists and advisors to review assumptions and reports.
Summarize meetings and ensure timely follow-up on pending actions.
Data Entry & Analysis:
Complete data entry in MoneyGuide/Wealth Studios within defined timelines.
Accurately input investment tickers, cost basis, and market values; prepare net worth, cash flow, and income tax reports for strategist review either in tool or in a separate excel file
Process Improvement:
Monitor BOX notifications to streamline data checks and reduce turnaround time.
Suggest workflow enhancements and contribute to efficiency initiatives.
Continuous Learning:
Continuously upskill in advanced financial planning concepts to effectively support complex cases and contribute to strategic discussions.
Participate in client meetings with strategists as necessary
Develop skills required for transitioning into a Planner role, including conducting strategy meetings with advisors and strategists. Implementing strategies in financial planning tools and ensuring accuracy in deliverables.
Create and review eMeeting decks in collaboration with strategists and advisors.
Required Qualifications
Bachelor's Degree or equivalent experience.
5+ years of experience in Financial Planning.
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Proficiency in Financial Planning tool suite including Naviplan, MoneyGuide, Wealth Studios, Morningstar Workstation, eMeeting, etc.
Strong attention to detail and accuracy.
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Ability to meet strict timelines per agreed SLAs.
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Excellent interpersonal skills and ability to work in a team structure.
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Willingness to pursue licensing certifications (Series 7, State Securities, State IAR, State Insurance).
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.
Ability to take direction and work independently with minimal supervision.
Preferred Qualifications
Bachelor's Degree or equivalent experience.
Exposure to financial products such as mutual funds, insurance, and retirement services.
Experience of interacting with financial advisors
Prior SIE qualified will be preferred
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
Timings
India Business Unit
Job Family Group
