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Financial Advisor

Weekday AI

Workable
WhatsApp
Location
Bengaluru, Karnataka, India, India
Type
Full-time
Salary
Salary not specified
Posted
1 Oct 2026
This role is for one of Weekday’s clients Min Experience: 3+ years Location: Bengaluru, Karnataka, India JobType: full-time 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
This role is for one of Weekday’s clients Min Experience: 3+ years Location: Bengaluru, Karnataka, India JobType: full-time 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