Personal Financial Advisor – Private Wealth

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🕒 Julho 27

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Weekday (YC W21)

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2021

💼 Consultoria

👥 RH Tech

☁️ SaaS

Consulting • HR Tech • SaaS

A Weekday é uma plataforma moderna de recrutamento que combina tecnologias de IA com um vasto banco de dados de potenciais candidatos, com o objetivo de agilizar e simplificar o processo de contratação para empresas na Índia. A empresa oferece diversos serviços, incluindo uma abordagem proativa de outreach que ajuda empregadores a se conectarem com talentos de ponta, além de ferramentas para que candidatos se candidatem facilmente a vagas. O foco da Weekday em engajamento de candidatos por múltiplos canais — incluindo e-mail, WhatsApp e ligações telefônicas — a diferencia no competitivo mercado de agências de recrutamento.

Descrição

• Provide expert guidance on personal financial planning, including budgeting, investment strategies, retirement planning, wealth preservation, and debt management. • Review and evaluate realistic client financial scenarios to support the development of advanced AI-driven financial planning tools. • Deliver clear, structured written feedback to improve AI-generated financial recommendations and advisory workflows. • Translate complex financial concepts into practical, client-friendly guidance that is easy to understand and implement. • Apply sound professional judgment to balance clients' short-term financial priorities with long-term wealth management objectives. • Ensure recommendations align with current regulatory requirements, fiduciary standards, and industry best practices. • Contribute subject matter expertise to improve AI systems designed for financial planning, investment advisory, and wealth management.

🎯 Requisitos

• Minimum 3 years of professional experience in personal financial advisory, financial planning, or private wealth management. • Demonstrated success advising individual, mass affluent, or high-net-worth (HNW) clients. • Strong expertise in financial planning, investment management, retirement planning (including 401(k), IRA, Roth IRA, and other retirement vehicles), estate planning fundamentals, and debt management. • Solid understanding of tax-efficient investment strategies and regulatory frameworks governing personal financial advice. • Excellent written and verbal communication skills with the ability to explain complex financial concepts clearly and effectively. • Strong analytical, problem-solving, and decision-making abilities in client-focused financial planning scenarios. • Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or an equivalent professional financial planning credential is required.