Qualified Financial Advisor

This role is for one of Weekday’s clients Min Experience: 3 years Location: Bengaluru, Karnataka, India JobType: full-time Requirements Develop a deep understanding of our philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position Monitor the implementation and progress of financial plans, holding …

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