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Foliyo AI
Actively Hiring
Foliyo is a new age, AI-first SEBI Registered RIA with Institutional-grade wealth management

Senior Financial Advisor

  • ₹15L – ₹25L
  • |Remote (
    Everywhere
    ) • 
  • |4 years of exp
  • |Full Time
Posted: 5 days ago• Recruiter recently active
Job Location
Remote Work Policy

Onsite or remote

Hires remotely in
Everywhere
Visa Sponsorship

Not Available

RelocationAllowed
Hiring contact
Mohan Gupta
Founder
image

About the job

We are seeking a high-caliber Senior Financial Advisor to join our SEBI-Registered Investment Advisory (RIA) firm. In this role, you will act as a trusted fiduciary, delivering comprehensive, fee-only or fee-based financial planning and investment strategy to high-net-worth individuals (HNIs) . You will be responsible for managing complex client portfolios, fostering long-term relationships, and leading a team of junior planners to drive firm growth while strictly adhering to SEBI compliance standards.

About the company

Foliyo AI company logo

Foliyo AI

Actively Hiring
Foliyo is a new age, AI-first SEBI Registered RIA with Institutional-grade wealth management1-10 Employees
Learn more about Foliyo AI image

Founders

Mohan Gupta
Founder
image
View the team image

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