Qualified Financial Advisor

Weekday AI; Bengaluru; On-site; INR 400,000 - 700,000; Full time

Job summary

Weekday AI in Bengaluru, Karnataka invites a skilled Financial Advisor with 3+ years of experience to join a client-focused advisory team. You will develop personalized financial plans, assess client profiles, and ensure plans are realistic, compliant, and aligned with goals.

You will provide ongoing servicing, send timely nudges, monitor progress, and maintain high-quality standards while upholding regulatory requirements.

Qualifications

• Must-have: Financial Advisory and Qualified Financial Advisor credentials.
• Experience in client-facing financial planning is required.

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 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