Qualified Financial Advisor
weekdayworks
Qualified Financial Advisor
Weekday AI· Weekday's Client via platform
About this role
This role is for one of Weekday’s clients
Min Experience: 3+ years
Location: Bengaluru, Karnataka, India
JobType: full-time
- 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
Frequently Asked Questions
Is the salary disclosed for the Qualified Financial Advisor position at Weekday AI?
The salary for this Qualified Financial Advisor role at Weekday AI is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Qualified Financial Advisor position at Weekday AI located?
This Qualified Financial Advisor role at Weekday AI is based in Bengaluru, Karnataka, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Qualified Financial Advisor role at Weekday AI full-time or part-time?
This is listed as a Full time position. It is posted as a Qualified Financial Advisor role in the Weekday's Client via platform department at Weekday AI.
Which team or department does the Qualified Financial Advisor at Weekday AI belong to?
This Qualified Financial Advisor position is part of the Weekday's Client via platform department at Weekday AI. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Qualified Financial Advisor position at Weekday AI?
Click the "Apply Now" button on this page. You will be redirected to Weekday AI's official application portal hosted on workable where you can submit your application directly.
When was the Qualified Financial Advisor job at Weekday AI posted?
This Qualified Financial Advisor position at Weekday AI was posted on Sep 25, 2026. Apply as soon as possible — early applications are often reviewed first.
Qualified Financial Advisor
Weekday AI
You'll be redirected to Weekday AI's official application page on workable.