
Financial Advisor
4 weeks ago
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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