Financial Advisor

Weekday AI; Bengaluru; On-site; INR 650,000 - 900,000; Full time

Job summary

Weekday AI in Bengaluru, Karnataka, India is seeking a Financial Advisor with 3+ years of experience to understand client needs and tailor financial solutions. You will assess client profiles, design personalized plans, monitor progress, and ensure plans remain aligned with recommendations.

Responsibilities include client servicing, providing ongoing support, issuing timely nudges, and ensuring compliance with regulatory standards.

Qualifications

• 3+ years of financial advisory experience preferred
• Strong knowledge of financial planning and risk assessment
• Ability to design personalized financial plans

Responsibilities

• Develop a deep understanding of client needs to align solutions with services
• Assess client profiles to design personalized financial plans
• Monitor implementation and progress of plans with regular check-ins
• Verify and validate financial plans for completeness, realism, and compliance
• Provide ongoing client servicing and resolve queries to enhance satisfaction
• Create and deliver nudges to encourage recommended financial actions
• Ensure adherence to internal standards and regulatory requirements

Skills

Financial Advisory

Qualified Financial Advisor

Job description

This role is for one of Weekday’s clients

Min Experience: 3+ years
Location: Bengaluru, Karnataka, India
JobType: full-time

• Develop a deep understanding of our philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
• Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
• Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
• Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
• Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
• Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions
• Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements

Must-have skills

Financial Advisory, Qualified Financial Advisor

Good-to-have skills

personal finance, Finance Domain