Advisor Experience

29 minutes ago

Jodhpur Rajasthan, India Turtle Finance Full time

At **Turtle**, we’re building India’s first conversation-first, fixed-fee financial planning platform. No hidden commissions, no robo-advisors pretending to be human. Just thoughtful, clear, and structured financial advice across investments, taxes, insurance, and credit.

We work with high-income professionals and returning NRIs who want answers, not jargon. But for clients to experience that level of clarity, someone needs to run the engine, ensuring that advisors are prepared, client conversations are well-tracked, and cross-domain advice flows smoothly.

**That’s where you come in.**

What you’ll work on
- **Draft clear, structured reports** across investments, tax, insurance, and credit based on advisor conversations and client goals
- **Build and manage templates** for recurring reports like tax plans, insurance gap summaries, portfolio reviews, etc.
- **Coordinate complex, cross-domain cases** — when a client needs advice across multiple areas, make sure it all ties together
- **Shadow advisor workflows**, identify repetitive tasks, and work with tech/design teams to make processes faster and smarter
- **Maintain advisor and client context**: ensure advisors walk into calls with a full background, and clients receive one cohesive plan
- **Step in when SOPs break down**, especially for edge-case clients where planning, tax, and credit need to be stitched together
- **Follow up and close the loop** — ensuring outputs go out within 24 hours of calls, and no action item slips through

Who we’re looking for
- 1-3 years of experience in financial services, ideally in ops, client delivery, or planning support
- Strong writing and structuring skills, you can take 5 messy inputs and turn them into one clean document
- Familiar with the basics of personal finance, tax filing, mutual funds, insurance terms, loans, etc.
- Good at breaking down problems into systems, SOPs, or repeatable templates
- Comfortable handling multiple threads across advisors, clients, and timelines
- Motivated by client outcomes, not just checkboxes you care that the plan actually works
- Open to working occasional weekends or extended hours, especially for US-based clients or tight delivery timelines
- Based in or willing to relocate to Mumbai

This is _not_ a fit if
- You’re looking for a pure back-office or data-entry role
- You dislike writing or structuring information
- You’ve never worked on financial content or have no interest in the personal finance domain
- You prefer predictable days over multi-threaded work
- You’re not comfortable working in a high-ownership, fast-paced team that runs on trust

You’ll thrive here if you
- Love making things run smoothly in the background but also step in when needed
- Can turn call transcripts and scribbled notes into a clear roadmap
- Communicate clearly and empathetically, especially in writing
- Care about both speed _and_ quality
- See yourself growing into a client-facing or planning-led role in the future
- Enjoy figuring things out when the path isn’t obvious

Extra points if you
- Have a background in taxation or a similar field
- Have worked with HNIs, NRIs, or complex planning cases in the past
- Have experience using Notion, Airtable, or similar collaborative tools
- Can build or suggest simple automations for repetitive work

Pay: ₹15,000.00 - ₹25,000.00 per month

**Location**:

- Jodhpur, Rajasthan (required)

Work Location: In person

  • Sales Advisor

    2 days ago

    Jodhpur, Rajasthan, India H&M Full time

    WHAT YOU LL DO As a Sales Advisor at H M you ll play a key role in creating an outstanding customer experience You ll welcome customers guide them through your store and support them in finding what they need while showcasing our products Acting in line with our values you ll contribute to both your own success and the success of the company You will Share...

  • Service Advisor For Mahindra For jodhpur

    2 weeks ago

    Jodhpur, Rajasthan, India OS Motors Full time ₹ 1,50,000 - ₹ 3,00,000 per year

    A service advisor's job is to act as a liaison between customers and a vehicle service center, providing a friendly and empathetic experienceService advisors should have strong communication skills Required Candidate profileKnowledge of the manufacturer's and dealership's policies, and the ability to think on their feet. We prefer college study, but high...

  • Sales Advisor

    6 days ago

    Jodhpur, India H&M Full time

    Job DescriptionWHAT YOU’LL DO​ As a Sales Advisor at H&M, you’ll play a key role in creating an outstanding customer experience. You’ll welcome customers, guide them through your store, and support them in finding what they need while showcasing our products. Acting in line with our values, you’ll contribute to both your own success and the success...

  • Investment Advisor

    2 weeks ago

    Jaipur, Rajasthan, India Data Ingenious Global Limited Full time

    **Key Responsibilities**: - **Financial Analysis and Planning**: The investment advisor will assess the financial needs and goals of clients, considering their current financial status, risk tolerance, and future goals to devise a comprehensive financial plan. - **Investment Recommendations**: It involve researching and analysing various investment...

  • Beauty Advisor

    7 days ago

    Jaipur, Rajasthan, India Srishti Software Applications Pvt. Ltd Full time

    Job description: A beauty advisor provides personalized beauty consultations, recommending skincare and makeup products, demonstrating product usage, and maintaining a clean and organized work area. They are responsible for enhancing the customer's shopping experience by offering expert advice and assistance with their beauty needs. Key Responsibilities: -...

  • Sales Advisor

    7 days ago

    Vaishali Nagar, Jaipur, Rajasthan, India Career Hollic Full time

    **Job title - Sales Advisor(Male & Female)** **Qulification - Graduate** **Experiance - 6 month in sales** **Good communication in English, Presentable** **Salary - Up to20** **Location - Vaishali nagar, Jaipur** **Job Summary -** As a Sales Advisor, your primary role is to assist customers in finding and purchasing products or services that meet...

  • Program Advisor

    1 week ago

    Jaipur, Rajasthan, India TimesPro Full time

    Hiring: Program Advisor (Jaipur) Location: Jaipur (On-site) Company: TimesPro (A Times Group Initiative) Industry: EdTech / Professional Education Key Responsibilities: Promote and sell education programs to prospective learners. Engage with leads, explain program features, and close enrollments. Meet monthly sales and conversion...

  • Client Service Advisor

    4 days ago

    Jaipur, Rajasthan, India Charu Papers Full time

    **ADVISOR - CLIENT ADVISOR TEAM (US Clientele)** **Responsibilities**: 2. Responding promptly, professionally, and accurately to all customer inquiries related to quotes, orders, status requests, complaints, product returns, and replacements. 3. Collaborating with internal departments to fulfill customer needs effectively. 4. Proofreading materials...

  • Investment Advisor

    2 weeks ago

    Jaipur, Rajasthan, India Data Ingenious Global Limited Full time

    We are hiring for **Investment Advisor** for our organization. Experience - 5+ years Location - Durgapura, Jaipur **Roles and Responsibilities**: - Contact clients and set up meetings, either within an office environment or in clients' homes or business premises - Conduct in-depth reviews of clients' financial circumstances, current provision and future...

  • Forex Expert Advisor

    2 weeks ago

    Jaipur, Rajasthan, India Impexart Pvt Ltd Full time

    A **Forex Expert Advisor**is responsible for analyzing and interpreting the foreign exchange (Forex or FX) market to make informed recommendations or decisions related to currency trading. The role combines financial expertise with market analysis to predict future currency movements and assist businesses, investors, or traders in making profitable...