Qualified Financial Advisor
Weekday AI
IndiaPosted 28 days agoDiscoveredMatch locked
Full Time3+ years expAccounting & Finance Jobs
About the role
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 ap
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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