Headsmart Solutions
2 - 10 employees
Founded 2020
🎯 Recruiter
💼 Consulting
📚 Education
Recruitment • Consulting • Education
Headsmart Solutions is a talent-acquisition and professional services firm based in Greater Noida West, India. Founded in January 2021, it provides recruitment and staffing solutions, business consulting (including sourcing manufacturers, suppliers, and vendors), and training programs for corporates and educational institutions, including campus-to-corporate upskilling. The company serves clients across India and has expanded reach to the United States and the Middle East. It emphasizes candidate well‑being, a no-fee recruitment policy, and delivering quality manpower and training services.
Personal Financial Advisor – Private Wealth, Contract Role
🕒 June 21
🇺🇸 United States – Remote
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
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Headsmart Solutions
2 - 10 employees
Founded 2020
🎯 Recruiter
💼 Consulting
📚 Education
Recruitment • Consulting • Education
Headsmart Solutions is a talent-acquisition and professional services firm based in Greater Noida West, India. Founded in January 2021, it provides recruitment and staffing solutions, business consulting (including sourcing manufacturers, suppliers, and vendors), and training programs for corporates and educational institutions, including campus-to-corporate upskilling. The company serves clients across India and has expanded reach to the United States and the Middle East. It emphasizes candidate well‑being, a no-fee recruitment policy, and delivering quality manpower and training services.
📋 Description
• Deliver personalized financial guidance spanning budgeting and investment planning • Review client scenarios to develop AI-assisted financial planning tools • Provide structured written feedback to enhance AI systems • Communicate complex financial concepts clearly • Ensure guidance reflects up-to-date regulatory compliance
🎯 Requirements
• 5+ years of experience in personal financial advisory or private wealth management • Proven ability to build trust and rapport with clients • Deep knowledge of financial planning and investment management • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance • Excellent written and verbal communication skills • Exceptional judgment and decision-making capability
🏖️ Benefits
• Flexible work arrangements • Professional development opportunities
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