Paraplanner / Associate Financ · Bengaluru

Ameriprise Financial is hiring a Paraplanner / Associate Financial Advisor to support financial advisors in wealth planning, portfolio analysis, and client service execution.

Key Responsibilities

• Prepare comprehensive financial plans and asset allocation strategies for client portfolios.
• Conduct financial research on investment products, equity funds, and fixed-income securities.
• Analyze client financial statements, cash flow, liabilities, and insurance coverage.
• Draft client presentation decks, financial planning reports, and advice summaries.
• Maintain accurate client account records and document compliance requirements.
• Assist advisors in client onboarding, account openings, and asset transfers.
• Execute client portfolio rebalancing according to approved investment mandates.
• Address client inquiries regarding account balances, statements, and transaction status.
• Track market developments and economic indicators impacting client investments.
• Ensure adherence to financial service regulatory and compliance standards.
• Coordinate operational requests with custodians, asset managers, and insurance partners.
• Provide continuous administrative and analytical support to the wealth management team.