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Qualified Financial Advisor
Weekday AI · Bangalore
PayPay not listed
WhereBangaloreKarnataka
TypeFull time
Posted27 Sep22 days ago, via Adzuna
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
About this 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 …
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