Financial Investment Advisor

AI Accountant; Bengaluru; Hybrid; INR 1,200,000 - 2,200,000; Full time

Benefits offered by this job

Upskilling policy

Team bonding & engagement initiatives

Flexible work-from-home

Menstrual WFH

Mobility benefits

Parental support

Job summary

AI Accountant in Bengaluru seeks an ambitious Financial Investment Advisor with 2-3 years of experience to spearhead client acquisition and wealth advisory initiatives. In this role, you will be responsible for expanding our client base, providing sound financial and investment advisory, and leveraging your regulatory credentials to build a trusted, compliant advisory practice.

This hybrid role offers exposure to fintech innovation and opportunities to scale a growing book of clients among

Qualifications

• 2–3 years of experience as an Investment Advisor, Wealth Manager, or Financial Consultant.
• Active NISM Series X-A and X-B certification; SEBI RIA norms alignment.
• Proven ability to prospect, pitch, and convert clients to build a sustainable book.

Responsibilities

• Drive end-to-end client acquisition and advisory relationships.
• Evaluate client goals and risk profiles to tailor investment strategies.
• Ensure regulatory documentation and compliance in all portfolio actions.
• Conduct regular portfolio reviews and maintain strong client retention.

Skills

Investment advisory

Wealth management

Regulatory compliance

Client prospecting

Executive communication

Education

NISM Series X-A and X-B Certification

SEBI RIA eligibility

Tools

CRM software

Job description

About Us

AI Accountant (AiA) is building an AI-native platform transforming accounting and bookkeeping workflows. We simplify compliance, automate financial operations, and help businesses operate with clarity and confidence.

Backed by global investors like Y Combinator, we are scaling fast and building a team that combines speed, ownership, and sharp execution.

We're not building a feature company. We're building a category.

Job Summary

We are looking for an ambitious, growth-driven Financial Investment Advisor with 2-3 years of experience to spearhead client acquisition and wealth advisory initiatives. In this role, you will be responsible for expanding our client base, providing sound financial and investment advisory, and leveraging your regulatory credentials to build a trusted, compliant advisory practice. This is an exciting opportunity for a licensed professional who combines sharp advisory expertise with consultative sales acumen to drive tangible business growth.

Where you will create Impact

• Build and Scale Customer Base: Drive end-to-end client acquisition by identifying prospective high-net-worth individuals, founders, and businesses, converting qualified leads into long-term advisory relationships.
• Investment Advisory & Portfolio Planning: Evaluate client financial goals, risk profiles, and liquidity requirements to recommend tailored investment strategies and portfolio allocation plans.
• Regulatory & Advisory Governance: Operate under registered investment advisor guidelines, ensuring all client interactions, portfolio recommendations, and documentations adhere strictly to compliance and regulatory standards.
• Client Relationship Management: Conduct regular portfolio reviews, update clients on market developments, and maintain strong, ongoing advisory relationships to drive high client retention and referrals.
• Growth & Market Outreach: Partner with internal marketing and growth teams to formulate outreach campaigns, webinars, and educational content that position the brand as a premier investment partner.
  Must-have Skills
• 2 to 3 years of experience as an Investment Advisor, Wealth Manager, or Financial Consultant, with a documented track record of managing client portfolios and closing business.
• Active NISM Certification (specifically NISM Series X-A and X-B for Investment Advisers) and eligibility/credentials aligned with SEBI Registered Investment Advisor (RIA) norms.
• Proven ability to independently prospect, pitch and convert clients to build a sustainable customer book.
• Strong grasp of financial markets, asset classes (mutual funds, fixed income, equities, alternate investments), portfolio construction, and risk management principles.
• Excellent interpersonal, consultative communication, and objection-handling skills with the executive presence needed to advise business leaders and investors.
• Strong ethical grounding with meticulous attention to compliance, regulatory documentation, and client confidentiality.

Good-to-have Skills

• Strong marketing mindset with experience running digital outreach, personal branding on LinkedIn, or hosting financial awareness webinars to generate organic inbound interest.
• Prior experience working within a high-growth fintech startup, boutique wealth management firm, or tech-enabled brokerage.
• Familiarity with modern CRM software and client portfolio tracking platforms to run structured pipeline and relationship management.
  Our Way of Life - The Karbon Values
• C - Collaborate to Win: We grow together-working as one unified team to solve problems and deliver value.
• E - Elevate the Bar: We strive for excellence, move fast, and constantly raise our standards.
• O - Own It End-to-End: We take responsibility and deliver outcomes-no excuses, just impact.

Perks & Benefits

• Upskilling Policy: Get access to courses, tools, and resources to keep learning and growing.
• Team Bonding & Engagement Initiatives: Offsites, milestone celebrations, open demos, and game nights to spark creativity and build strong bonds.
• Flexible Work-from-Home: up to 12 days of remote work every 6 months.
• Menstrual WFH: Women employees can avail up to 3 WFH days per month-no questions asked.
• Mobility Benefits: Relocation assistance is provided for the smooth onboarding.
• Parental Support: Maternity, paternity, and adoption leave-no because your family matters.