Financial Advisor (Freelancer)

Empower Clients with Financial Strategies as a Financial Advisor!

About Us: Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact.

We are looking for a Financial Advisor to provide personalized financial planning and wealth management services. You will help clients create investment strategies, manage portfolios, and achieve their financial goals.

Key Responsibilities:

• Assess clients financial goals and develop customized financial plans.
• Provide advice on investments, retirement planning, and tax strategies.
• Monitor client portfolios and adjust strategies as needed.
• Build and maintain long-term relationships with clients.
• Stay informed on market trends and financial regulations.

Key Skills & Experience:

• Proven experience as a Financial Advisor or in wealth management.
• Strong knowledge of financial markets, tax laws, and investment products.
• Excellent communication and client relationship-building skills.
• CFP or CFA certification preferred.

Why Join Us

• Competitive pay (Up to 1200/hour).
• Flexible hours.
• Remote opportunity

NOTE: Pay will vary by project and typically is up to Rs. 1200 per hour (if you work an average of 3 hours every day - that could be as high as Rs 90K per month) once you clear our screening process.