AI Accountant (AiA) is building an AI-native platform transforming accounting and bookkeeping workflows. We simplify compliance, automate financial operations, and help businesses operate with clarity and confidence.
Backed by global investors like Y Combinator, we are scaling fast and building a team that combines speed, ownership, and sharp execution.
We’re not building a feature company. We’re building a category.
Job Summary
We are looking for an ambitious, growth-driven Financial Investment Advisor with 2–3 years of experience to spearhead client acquisition and wealth advisory initiatives. In this role, you will be responsible for expanding our client base, providing sound financial and investment advisory, and leveraging your regulatory credentials to build a trusted, compliant advisory practice. This is an exciting opportunity for a licensed professional who combines sharp advisory expertise with consultative sales acumen to drive tangible business growth.
Where you will create Impact
- Build and Scale Customer Base:
Drive end-to-end client acquisition by identifying prospective high-net-worth individuals, founders, and businesses, converting qualified leads into long-term advisory relationships.
- Investment Advisory & Portfolio Planning: Evaluate client financial goals, risk profiles, and liquidity requirements to recommend tailored investment strategies and portfolio allocation plans.
- Regulatory & Advisory Governance: Operate under registered investment advisor guidelines, ensuring all client interactions, portfolio recommendations, and documentations adhere strictly to compliance and regulatory standards.
- Client Relationship Management: Conduct regular portfolio reviews, update clients on market developments, and maintain robust, ongoing advisory relationships to drive high client retention and referrals.
- Growth & Market Outreach: Partner with internal marketing and growth teams to formulate outreach campaigns, webinars, and educatio
📌 Financial Investment Advisor (Bengaluru)
🏢 AI Accountant
📍 Bengaluru
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