Qualified Financial Advisor

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