Advisor Experience

3 days 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

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