Weekday AI
From company careers site
Qualified Financial Advisor
- Location
- Bengaluru, Karnataka, India
- Work mode
- On-site
- Employment type
- Full-time
About the job
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
From Weekday AI's careers page (Workable), checked 30 Oct 2026.
How to apply
- Select Apply on apply.workable.com. It opens Weekday AI's own application form in a new tab, run on Workable.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- Weekday AI will reply to you directly. No real employer asks you for money to apply.
Posted 25 Sept 2026 · checked 30 Oct 2026 · Report this job