Job Description

Support advisors in creating and delivering comprehensive financial plans for their retail clients.

Responsibilities
Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level
Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients financial documents and advisor inputs
Generate reports through approved planning tools
Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail
Based on clients financial situation, document advice in the required format shared by the advisors
Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices
Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner

Required Qualifications
6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
Postgraduation in Finance/ Diploma in Financial Planning/ Graduation in Commerce/ Mathematics/ Economics/ Business Management with minimum of 50 PERCENT marks
Excellent verbal and written communication skills
Analytical skills to develop data-driven reports with attention to detail.
Demonstrated ability multitask - manage time and prioritize tasks to meet deadlines
Strong interpersonal skills
Willingness to work in a team structure

Preferred Qualifications
Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage
Cross cultural competence
Education: Any Graduate
Industry: Financial Services/Stockbroking, Banking

Skills Required