ABOUT INFINITYXZ

InfinityXZ™ is an AI-powered client onboarding and financial intelligence platform built by World Trade Factory™ (SKXYWTF LLC). Registered investment advisers use it to onboard clients, and everyone can use its research tools: SKORE™ company and sector ratings and a macro intelligence terminal.

ABOUT THE PROGRAM

This is a structured, 3-month training program in client onboarding and financial wellness. You will learn how professional client onboarding works, what know-your-customer (KYC) intake involves, where the regulatory line sits between financial education and investment advice, and how to help people with their everyday money questions. You will learn by shadowing first, then practising onboarding tasks yourself with review and feedback from a named mentor.

The program is unpaid. It is designed so that the training and experience are the main benefit to you. It runs for a fixed 3 months and does not promise a job at the end. Academic credit is welcome where your school offers it.

SIGNIFICANT: THIS ROLE DOES NOT GIVE INVESTMENT ADVICE

SKXYWTF LLC is not a registered investment adviser, and this program does not involve giving investment advice. Associates do not recommend investments, allocations or trades, do not judge whether an investment suits a client, and do not discuss insurance or annuity products. Every investment question is referred to the client's own licensed advisor.

WHAT YOU WILL LEARN AND DO

· Client onboarding: guiding new clients through the InfinityXZ onboarding flow, collecting documents and checking that intake information is complete.

· KYC basics:



why advisers collect the information they do, and how to handle personal and financial data carefully and confidentially.

· Financial wellness education: general, non-personalised guidance on budgeting, emergency savings, paying down debt, saving habits and how common account types work.

· Explaining concepts neutrally: what an index fund, a bond or a retirement account is, without saying what a particular person should own.

· Referring correctly: recognising when a question becomes an investment question and handing it to the client's advisor.

· Client communication: scheduling, follow-ups and clear, accurate written replies.

· Product feedback: noting where clients get stuck so the platform can be improved.

WHAT YOU WILL NOT DO

· Recommend specific securities, funds, allocations, or when to buy, sell or hold.

· Assess suitability or turn a client's risk profile into a portfolio.

· Make performance claims or projections about what a client could earn.

· Discuss or offer insurance or annuity products.

· Use the title "advisor", "adviser", "financial planner" or "wealth manager" with clients.

WHAT WE ARE LOOKING FOR

· Studying or recently graduated in finance, economics, business,



accounting or a related field, or equivalent experience.

· Clear, careful written and spoken English, and comfort talking with clients.

· Strong attention to detail and good judgement with confidential information.

· Comfortable with web software; you will work inside the InfinityXZ platform.

· Interest in personal finance and in how financial services are regulated.

NICE TO HAVE

· Securities Industry Essentials (SIE) exam passed. It can be taken without a firm sponsor.

· Accredited Financial Counselor (AFC) credential, or progress toward it.

· Series 65, for anyone considering an advisory career later under a registered firm.

· Customer support, client service or onboarding experience.

HOW THE PROGRAM RUNS

· Weeks 1–3: onboarding, KYC and compliance training; shadowing your mentor.

· Weeks 4–8: supervised practice on onboarding tasks, with review of your work.

· Weeks 9–12: more independent work within the same limits, plus a short final write-up of what you learned and what you would improve in the onboarding experience.

· Regular feedback sessions with your mentor throughout.

· Remote, with a flexible schedule agreed at the start.

BEFORE YOU START

All participants sign a confidentiality and intellectual property agreement, because you will see client information and unreleased product work.

HOW TO APPLY

Send a short note on why this program interests you, your CV, and any certifications (SIE, AFC or other).

World Trade Factory™ · SKXYWTF LLC · Phoenix, Arizona

📌 World Trade Factory - The Future Belongs To You - Client Onboarding Associate (India)
🏢 SKXYWTF
📍 India