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Ameriprise Financial Financial Planning Analyst Interview Questions, Process, and Tips

Updated 14 Apr 2024

Top Ameriprise Financial Financial Planning Analyst Interview Questions and Answers

10 Ameriprise Financial Financial Planning Analyst Interview Experiences

23 questions found

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Financial Planning Analyst Interview Questions

user image Anonymous

posted on 29 Jul 2023

Interview experience
Rating 5
Very good
Difficulty level
Moderate
Duration
2-4 weeks
Result
Selected Selected

I applied via campus placement at Fortune Institute of International Business (FIIB) and was interviewed before Jul 2022.

4 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
2

HR Round (4 Questions)

3

Technical Round (2 Questions)

4

One-on-one Round (2 Questions)

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Financial Planning Analyst Interview Questions

user image Anonymous

posted on 14 Apr 2024

Interview experience
Rating 4
Good
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected Selected

I applied via LinkedIn and was interviewed in Oct 2023.

2 Interview Rounds

1

Technical Round (1 Question)

  • Q1. Mutual Funds, Financial Planning ?, Portfolio advice?
2

Behavioral Round (1 Question)

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident, go through your resume

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Financial Planning Analyst Interview Questions

user image Seema

posted on 19 Aug 2023

Interview experience
Rating 4
Good
Difficulty level
-
Duration
-
Result
-

3 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
2

Technical Round (2 Questions)

3

Technical Round (1 Question)

  • Q1. Questions related to my profile and in resume..

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Ameriprise Financial interview questions for designations

Financial Analyst

 (3)

Lead Financial Analyst

 (1)

Senior Financial Analyst

 (1)

Financial Associate

 (1)

Analyst

 (2)

Senior Analyst

 (2)

Business Analyst

 (1)

Data Analyst

 (1)

Financial Planning Analyst Interview Questions

user image Anonymous

posted on 29 Mar 2024

Interview experience
Rating 4
Good
Difficulty level
Moderate
Duration
Less than 2 weeks
Result
Selected Selected

I applied via LinkedIn and was interviewed before Mar 2023.

1 Interview Round

1

Technical Round (1 Question)

  • Q1. Mutual fund, financial planning, goal for financial planning, what sort information do you needed for financial planning.

Interview Preparation Tips

Topics to prepare for Ameriprise Financial Financial Planning Analyst interview:
  • Communication Skills
  • Financial Planning

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Financial Planning Analyst Interview Questions

user image Anonymous

posted on 2 Apr 2024

Interview experience
Rating 3
Average
Difficulty level
-
Duration
-
Result
-

I applied via Campus Placement

2 Interview Rounds

1

HR Round (1 Question)

  • Q1. About the educational background and you personal questions
2

One-on-one Round (1 Question)

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Financial Planning Analyst Interview Questions

user image Chanchal Shrivastava

posted on 11 Feb 2023

Interview experience
Rating 4
Good
Difficulty level
-
Duration
-
Result
-

3 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
2

One-on-one Round (1 Question)

3

One-on-one Round (1 Question)

  • Q1. It was a Technical round with senior manager

Interview Preparation Tips

Interview preparation tips for other job seekers - It is a good company. Interview process did not take much time.

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Financial Planning Analyst Interview Questions

user image Anonymous

posted on 19 Mar 2024

Interview experience
Rating 4
Good
Difficulty level
Moderate
Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Mar 2023.

2 Interview Rounds

1

HR Round (1 Question)

  • Q1. Tell me about yourself Some behavioural questions
2

Technical Round (1 Question)

  • Q1. About previous experience Questions about debt and equity Behavioural questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Be fluent in your communication
Be crisp and clear with your answers

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Financial Planning Analyst Interview Questions

user image Anonymous

posted on 10 Aug 2022

I applied via Referral and was interviewed in Feb 2022.

1 Interview Round

1

HR Round (1 Question)

  • Q1. Will you able to relocate and is night shift fine for you

Interview Preparation Tips

Interview preparation tips for other job seekers - Its basically a simplest FP and A interview you can give. They will just check communication skills and tell you that we do analysis but they just use softwares and no analysis in the process. Please compare their job description with other Financial planning analyst. Be mindful.

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Financial Planning Analyst Interview Questions

user image Anonymous

posted on 30 Nov 2021

I applied via Campus Placement and was interviewed in May 2021.

3 Interview Rounds

Interview Questions

  • Q1. Related to mutual funds, current affairs, financial modeling

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare your introduction well, and study about mutual funds, current market status and wealth management

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Financial Planning Analyst Interview Questions

user image Anonymous

posted on 14 Aug 2021

Interview Questions

Top skills recommended for Ameriprise Financial Financial Planning Analyst interview

Insights by AmbitionBox
  • Analytics
  • Asset Management
  • Business Management
  • Data Entry
  • Financial Planning
  • Financial Services
  • Mutual Funds
  • Financial Analysis

Ameriprise Financial Interview FAQs

How many rounds are there in Ameriprise Financial Financial Planning Analyst interview?
Ameriprise Financial interview process usually has 2-3 rounds. The most common rounds in the Ameriprise Financial interview process are Technical, HR and One-on-one Round.
How to prepare for Ameriprise Financial Financial Planning Analyst interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Ameriprise Financial. The most common topics and skills that interviewers at Ameriprise Financial expect are Analytics, Asset Management, Business Management, Data Entry and Financial Planning.
What are the top questions asked in Ameriprise Financial Financial Planning Analyst interview?

Some of the top questions asked at the Ameriprise Financial Financial Planning Analyst interview -

  1. What is better mutual fund or equity purcha...read more
  2. What is option?why we purchase opti...read more
  3. What is your copping mechan...read more

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Interview Process at Ameriprise Financial Financial Planning Analyst

based on 6 interviews in last 1 year

Interview experience

Rating 4
Very Good
View more

Difficulty level

Moderate 100%

Duration

Less than 2 weeks 50%
2-4 weeks 50%

People are getting interviews through

based on 7 Ameriprise Financial interviews
Campus Placement
Job Portal
Referral
42%
28%
28%
2% candidates got the interview through other sources.
Moderate Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates
Ameriprise Financial Financial Planning Analyst Salary
based on 171 salaries

Average annual salary

6.3 Lakhs
₹3.8 L/yr - ₹11 L/yr
30% less than the average Financial Planning Analyst Salary in India
View more details

Ameriprise Financial Financial Planning Analyst Reviews and Ratings

based on 12 reviews

2.4

Rating in categories

 2.1

Skill development

 1.9

Work-Life balance

 3.0

Salary & Benefits

 3.6

Job Security

 2.0

Company culture

 2.3

Promotions/Appraisal

 1.8

Work Satisfaction

Explore 12 Reviews and Ratings
Senior Associate
219 salaries
8.3 Lakhs

₹4 L/yr - ₹12.1 L/yr

Team Lead
211 salaries
14.9 Lakhs

₹6.2 L/yr - ₹24 L/yr

Associate
200 salaries
5.7 Lakhs

₹2.2 L/yr - ₹10 L/yr

Financial Planning Analyst
171 salaries
6.3 Lakhs

₹3.8 L/yr - ₹11 L/yr

Group Leader
103 salaries
19.5 Lakhs

₹10 L/yr - ₹32 L/yr

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