Financial Advisory

Key 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, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance/annuity applications and coordinating rollovers.
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation.
• Provide general administrative duties such as answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, setting up client files, copying and new business correspondence and alerts.
• Assist advisors in increasing their social media presence (Facebook & Linked In) with relevant and timely content.
• Help clients in enrolling/servicing on various Ameriprise tools.

• Willingness to obtain licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance).
• Willing to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6 pm CST).
• Graduate in finance discipline (0–1 year experience or 1 year diploma is preferred).
• Good communication skills.
• Basic understanding of MS PowerPoint, MS Excel and MS Word.
• Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage.
• Must have an eye to detail with high accuracy levels.
• Ability to meet strict timelines per the agreed SLAs for advisor practices.

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

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 create 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.