Qualified Financial Advisor

Weekday (YC W21); Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Weekday (YC W21) in Bengaluru seeks an Associate to translate client goals into tailored financial plans. You will assess client profiles, align solutions with risk appetite, and support ongoing plan execution.

You'll monitor progress, verify plans for feasibility and compliance, and conduct regular check-ins to address questions. The role emphasizes client servicing, timely nudges, and adherence to internal quality standards.

Qualifications

• Must-have skills for the role: financial advisory expertise and professional advisor credentials.

Responsibilities

• 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

Skills

Financial Advisory

Qualified Financial Advisor

Job description

This role is for one of our clients

Seniority level: Associate level

Industry: Financial Services

Min Experience: 3+ years

Location: Bengaluru, Karnataka, India

JobType: full-time

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Requirements

• 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