Financial Advisory Analyst

Ameriprise Financial Services, LLC

Financial advisory support analyst assisting Ameriprise advisors with client service, financial plans, transactions, and paperwork. Coordinating meetings, marketing compliance, administration, and client tools.

Posted 8/25/2026full-timeNoida • 🇮🇳 IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while supporting financial advisors in client service and administrative tasks. Proficient in managing documentation, scheduling, and utilizing financial tools to enhance client engagement.

Highest-signal resume keywords

Client Service SupportFinancial Planning AssistanceMicrosoft Excel ProficiencyAttention to DetailLicensing Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment ResearchNew Account OpeningsExpense Report ProcessingMarketing Compliance DocumentationMutual Funds KnowledgeInsurance Products KnowledgeRetirement Services KnowledgeDocument PreparationClient Correspondence

Soft Skills

Good Communication SkillsStrong Attention to Detail

Tools & Technologies

Microsoft PowerPointMicrosoft ExcelMicrosoft WordAmeriprise Tools

Certifications & Qualifications

Series 7 CertificationState Securities CertificationState IAR CertificationState Insurance Certification

Industry Keywords

Financial AdvisorsClient MeetingsMarketing EventsInsurance ApplicationsAnnuity ApplicationsSLAsAdvisor Practices

About the role

Key responsibilities & impact

Support dedicated financial advisors and their teams in providing outstanding client service
Assist advisors with basic financial plans, investment research, trades, money movement, and new account openings
Schedule and confirm client meetings, create agendas and summaries, and provide follow-up
Prepare and submit new business paperwork, obtain signatures, send documentation to the home office, track insurance and annuity applications, and coordinate rollovers
Prepare and coordinate marketing events and create marketing compliance documentation
Perform administrative duties, including answering advisors’ phones, processing expense reports, preparing client correspondence, setting up client files, and managing new-business correspondence and alerts
Help advisors increase their Facebook and LinkedIn presence with relevant and timely content
Help clients enroll in and use various Ameriprise tools
Work with colleagues in person at least three days per week while having flexibility to work from home two days per week

Requirements

What you’ll need

Willingness to obtain licensing certifications as needed, including Series 7 and possibly State Securities, State IAR, and State Insurance certifications
Willingness to work evening hours from 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST)
Graduate in finance discipline
0–1 year of experience or 1-year diploma is preferred
Good communication skills
Basic understanding of Microsoft PowerPoint, Microsoft Excel, and Microsoft Word
Exposure to financial products such as mutual funds, insurance, and retirement services is an advantage
Strong attention to detail and high accuracy
Ability to meet strict timelines according to agreed SLAs for advisor practices
Experience interacting with advisors or U.S. business partners is preferred

Benefits

Comp & perks

Inclusive, collaborative culture
Opportunities to make an impact at the office and in the community
Hybrid work arrangement: work in the office at least three days per week, with flexibility to work from home two days per week
Reasonable accommodation support during recruitment for individuals with disabilities