Find jobs
Pricing
Free Resume Checker
Blog
Sign in
Sign up
FIND JOBS
PRICING
FREE RESUME CHECKER
BLOG
SIGN IN
SIGN UP
Weekday AI
Qualified Financial Advisor
Save
Tailor resume
Apply
Location
Bengaluru, Karnataka, India
Type
full-time
Seniority
Mid
Experience
3+ yrs
Department
Weekday's Client via platform
Company size
10,000+ people
Posted
Sep 25, 2026 · 2w ago
Verified live
6h ago
At a glance
Summarised by Seekless from the posting.
Must have
8
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
Financial Advisory, Qualified Financial Advisor
3+ years of experience
Nice to have
1
personal finance, Finance Domain
Eligibility
1
Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements
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
More roles at Weekday AI
Business Head
FPGA Engineer - Chip Design
Pricing Specialist
Director - Enterprises Sales
Program Manager
Seekless
Seek less: one search across companies' own career pages, instead of a dozen job boards.
Product
Find jobs
Companies
Pricing
Free Resume Checker
Company
About
Blog
Legal
Privacy
Terms
Cookies
© 2026 SEEKLESS. ALL RIGHTS RESERVED.
BUILT WITH CARE