ABOUT COMPANY X9 Community is a mission-driven financial services platform focused on democratizing access to wealth-building tools financial education and personalized investment advice We are building a values-aligned tech-enabled ecosystem to serve underserved communities next-gen investors and future-forward clients Our goal is to create trust transparency and financial empowerment for all ROLES AND RESPONSIBILITIES Responsible for providing proper training financial advisors Provide personalized financial planning and investment advice to X9 Community members Analyze members financial goals risk tolerance and time horizons to develop sound investment strategies Advise on a wide range of assets including stocks bonds ETFs alternative assets and digital assets e g crypto where appropriate Stay updated on SEC and FINRA regulations and ensure compliance with all RIA standards Participate in community education events webinars and workshops on investment strategy risk management and market trends Collaborate with the X9 leadership team to help design new financial services or member benefits Maintain and document client relationships financial plans and communication according to regulatory requirements REQUIREMENTS Candidates who are completed CA CFA LEVEL 3 CFP have More priority Active RIA registration and in good standing with the SEC or relevant state authority Minimum of 2-5 years of experience as a financial advisor or investment planner Deep understanding of portfolio management financial planning and investment strategy Familiarity with digital assets and alternative investments is a strong plus Strong ethical foundation and a fiduciary mindset acting always in the best interest of the client Job Types Full time Permanent Pay 30 000 00 - 50 000 00 per month

📌 Registered Investment Advisor (Kerala)
🏢 IQUE VENTURES
📍 Kerala