Weekday (YC W21)
Human Resources • SaaS • Recruitment
Weekday is a modern recruitment platform that combines AI technologies with a vast database of potential candidates, aiming to streamline the hiring process for companies in India. They offer various services, including a proactive outreach approach that helps employers connect with top talent, as well as tools for candidates to easily apply for jobs. Weekday's emphasis on candidate engagement through multiple channels, including email, WhatsApp, and phone calls, sets it apart in the competitive landscape of recruitment agencies.
Financial Advisor
Job not on LinkedIn
November 1
🇺🇸 United States – Remote
💵 $70 - $95 / hour
⏱ Part Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
Weekday (YC W21)
Human Resources • SaaS • Recruitment
Weekday is a modern recruitment platform that combines AI technologies with a vast database of potential candidates, aiming to streamline the hiring process for companies in India. They offer various services, including a proactive outreach approach that helps employers connect with top talent, as well as tools for candidates to easily apply for jobs. Weekday's emphasis on candidate engagement through multiple channels, including email, WhatsApp, and phone calls, sets it apart in the competitive landscape of recruitment agencies.
📋 Description
• Evaluate AI-generated financial plans and outputs for accuracy, compliance, and client suitability • Calibrate investment and retirement planning models for soundness and alignment with client needs • Simulate and review workflows such as asset allocation, risk profiling, and retirement income planning • Refine AI-generated reports, recommendations, and financial documents for real-world client use cases • Collaborate asynchronously with AI and product teams to enhance reliability and trust in AI-driven advisory systems
🎯 Requirements
• 2+ years of experience as a Financial Advisor, Wealth Manager, or related advisory role • Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus • Strong knowledge of financial planning principles, including retirement, estate, and investment planning • Excellent client-facing communication skills with the ability to explain complex strategies clearly • Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
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