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.
• Moni...