Financial Advisor

4 weeks ago


Mumbai, Maharashtra, India FIN100X Full time

Financial Advisor (Fin 100X.AI)

Location: Hybrid (Mumbai/Remote)

Type: Full-time

Role Purpose

Fin 100X.AI is building India's first AI-powered Financial OS to empower 100 crore Bharat users.

We are looking for a Financial Advisor to provide accurate, compliance-ready, personalized advice that powers our AI modules and helps build trust with users.

Key Responsibilities

1. Advisory & Planning

  • Guide users on investments (SIP, mutual funds), insurance, tax planning, retirement, and credit.
  • Work with ProAdvisors (CAs/CFPs/CFAs) to create advisory frameworks.
  • Validate and review AI-generated financial recommendations for accuracy.

2. Knowledge Contribution

  • Prepare explainers, FAQs, and workflows for:
  • Credit Score Booster
  • IP & Investment Coach
  • Insurance Analyzer
  • Tax Planner
  • Retirement Planner

3. Compliance & Governance

  • Stay updated with SEBI, RBI, IRDAI, and PFRDA regulations.
  • Ensure ethical, unbiased advice.

4. Support ProAdvisor Network

  • Mentor junior advisors and support last-mile guidance.

Skills & Qualifications

  • Education:

CFP, CFA, SEBI RIA, CA, or similar.

  • Experience:

3–8 years in financial planning/advisory.

  • Knowledge:

-- Personal finance, tax laws, insurance, mutual funds

-- Regulatory standards and compliance

  • Skills:

-- Strong analytical ability

-- Excellent communication skills

-- Comfort with AI tools & digital platforms

  • Key Outcomes

-- Build trusted knowledge base for AI modules.

-- Enhance financial accuracy and user trust.

-- Provide 1:1 advisory support for premium users.

  • .


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