# Financial Advisor

**Company:** [Weekday AI](https://jobs.workable.com/companies/pxG9rDgnvZm2c86JUchT1j.md)
**Location:** Bengaluru, India
**Workplace:** on site
**Employment type:** Full-time
**Department:** Weekday's Client via platform

[Apply for this job](https://jobs.workable.com/view/068ec669-89cd-4d51-8b99-78d437f2a3cb)

## Description

**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