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Analyst - Financial Planning

Keywords / Skills : Financial Planning, financial services, mutual funds, insurance, retirement services,

1 - 1 years
Posted: 2019-08-01

Industry
Banking/Financial Services
Role
Other Roles
Job Type
Earliest joing date:
31st Jul 2019
Billing rate:

per year
Posted On
1st Aug 2019
Job Ref code
71083823
Job Description

PlanSource is a financial planning support utility. The team works closely with the Ameriprise advisor force, spread across the United States, to support them on financial plan creation for their clients.
In addition, this team is constantly building on incremental avenues to support and add value to advisor practices, with a vision to ultimately offer a virtual staffing support model for our advisors.

Responsibilities:

Expectations from this particular role are as follows:
• 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 metrices
• 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
• 6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
• Good verbal and written communication skills 
• Good analytical skills
• Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage - Extensive training would be imparted to the selected candidates

14734BR

About Company

Ameriprise
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