Financial Advisory Analyst

Jobtailor; Greater Noida; Hybrid; INR 300,000 - 420,000; Full time

Job summary

Jobtailor in India is seeking a detail‑oriented support associate to assist financial advisors with client service, plan preparation, and administrative tasks. You will help with meetings, paperwork, and regulatory documentation while enabling marketing activities and tool adoption.

The role requires licensing willingness, a finance background, and strong communication with a preference for 0–1 year experience or a 1-year diploma. Hybrid work with some late hours may apply.

Qualifications

• Willingness to obtain licensing certifications as needed, including Series 7 and possibly State Securities, State IAR, and State Insurance certifications
• 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

Responsibilities

• 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

Skills

Good Communication Skills

Attention to Detail

Licensing Certifications

Education

Finance degree

1-year diploma

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Word

Ameriprise Tools

Job description

• 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

• 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

Core Competencies

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 Support
• Financial Planning Assistance
• Microsoft Excel Proficiency
• Attention to Detail
• Licensing Certifications

Hard Skills

• Financial Planning
• Investment Research
• New Account Openings
• Expense Report Processing
• Marketing Compliance Documentation
• Mutual Funds Knowledge
• Insurance Products Knowledge
• Retirement Services Knowledge
• Document Preparation
• Client Correspondence

Soft Skills

• Good Communication Skills
• Strong Attention to Detail

Certifications & Qualifications

• Series 7 Certification
• State Securities Certification
• State IAR Certification
• State Insurance Certification

Industry Keywords

• Financial Advisors
• Client Meetings
• Marketing Events
• Insurance Applications
• Annuity Applications
• SLAs
• Advisor Practices

Tools & Technologies

• Microsoft PowerPoint
• Microsoft Excel
• Microsoft Word
• Ameriprise Tools