Weekday AI

Proactive software engineer recruitment via referrals

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeBengaluru, Karnataka, IndiaNo salary listedIn-person

About the Job

Requirements

At least 3 years of experience.
Develop a deep understanding of the organization’s philosophy, approach, and services to align client needs with tailored financial solutions.
Conduct thorough assessments of client profiles and design personalized financial plans based on client goals, risk appetite, and financial position.
Monitor the implementation and progress of financial plans and hold regular client check-ins to ensure alignment with the recommended strategy.
Verify, cross-check, and validate financial plans to ensure they are comprehensive, realistic, and compliant.
Execute client servicing activities, provide ongoing support, and resolve queries to enhance client satisfaction.
Create and deliver timely reminders and communications to encourage clients to take recommended financial actions.
Adhere to internal quality standards and comply with regulatory and safety requirements.
Financial advisory skills.
Be a qualified financial advisor.

Desired Qualifications

Personal finance knowledge.
Finance domain knowledge.

Financial Advisor

Weekday AI · Bengaluru, India · Full-time · Posted 2026-10-01

Workplace: on_site

Department: Weekday's Client via platform

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

Apply

Apply at Weekday AI

About the Company

Weekday AI

Proactive software engineer recruitment via referrals

Weekday.works helps companies hire software engineers through proactive outreach and peer-recommended candidates. Its platform automates tracking, pipeline management, and provides weekly updates, while it actively identifies engineers via peer networks, reaches out, shortlists, checks references, and schedules interviews. Differentiators include peer-backed vetting instead of traditional job boards, proactive outreach, and a passive-income reference feature that monetizes referrals. The goal is to reduce the time and effort of hiring by connecting companies with pre-vetted engineers who are open to new opportunities through a network-driven approach.

Company size: 201-500
Company stage: Seed
Total funding: $2.3M
Headquarters: Bengaluru, India
Founded: 2021

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