Financial Advisor

22 hours ago

India Soul AI Full time

Job Description Empower Clients with Financial Strategies as a Financial Advisor About Us: Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are looking for a Financial Advisor to provide personalized financial planning and wealth management services. You will help clients create investment strategies, manage portfolios, and achieve their financial goals. Key Responsibilities: - Assess clients financial goals and develop customized financial plans. - Provide advice on investments, retirement planning, and tax strategies. - Monitor client portfolios and adjust strategies as needed. - Build and maintain long-term relationships with clients. - Stay informed on market trends and financial regulations. Key Skills & Experience: - Proven experience as a Financial Advisor or in wealth management. - Strong knowledge of financial markets, tax laws, and investment products. - Excellent communication and client relationship-building skills. - CFP or CFA certification preferred. Why Join Us - Competitive pay (Up to 1200/hour). - Flexible hours. - Remote opportunity NOTE: Pay will vary by project and typically is up to Rs. 1200 per hour (if you work an average of 3 hours every day - that could be as high as Rs 90K per month) once you clear our screening process.

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