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Full timeFinance

Financial Advisor

Weekday AIBengaluru, Karnataka🇮🇳India

Why this role stands out

This on-site Financial Advisor role offers significant growth potential within a reputable company, where you'll leverage your expertise to craft personalized financial plans and drive client success. If you have 3+ years of experience in financial advisory and a passion for helping others achieve their financial goals, this is an excellent opportunity to make a real impact. Apply now to join a dynamic team and advance your career in finance!

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeOn Site
LocationBengaluru, Karnataka, India

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

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