01Overview
InvsifyNew Delhi, India (In-office)We are not looking for traditional salespeople. We are looking for people who enjoy helping others think clearly about money.Most people today earn well but surprisingly few have a clear financial plan.They face hundreds of investment choices including stocks, mutual funds, property, and gold but lack a structured way to make decisions.Invsify is building a modern wealth advisory platform that combines financial models, quantitative analysis, and technology to help individuals make smarter long-term investment decisions.We are looking for people who enjoy serious conversations about money, investing, and life goals and who can help individuals translate financial complexity into clear decisions.This is a client-facing role focused on guidance and trust, not traditional sales.What you'll do:Speak with individuals exploring financial planning and investingUnderstand their income structure, goals, and financial prioritiesGuide prospective clients through the Invsify advisory frameworkHelp clients think clearly about long-term financial decisionsBuild trusted relationships with investors over timeWork closely with the founding team to improve the client experienceWho this role is for:You may enjoy this role if you:Are comfortable discussing money, investing, and long-term planningEnjoy explaining complex ideas simplyPrefer thoughtful conversations over aggressive sellingAre intellectually curious about markets and personal financeCommunicate clearly and build trust easilyThis role tends to work best for people who enjoy helping others make better decisions, not just closing transactions.Preferred background:SEBI Registered Investment Adviser (RIA) licensed, orWilling to commit to obtaining the RIA certification within two monthsInvsify will provide all study resources and support required to complete the certification.Experience in wealth management, financial advisory, or investment platforms is helpful but not mandatory.Why join Invsify:Work directly with the founding teamLearn modern wealth advisory and financial planningDevelop deep intuition about investing and marketsHelp build a new category in Indias financial ecosystemThis is a full-time in-office role based in New Delhi.Invsify is building a personalized wealth advisory platform designed for Indias next generation of investors.We combine financial models, quantitative analysis, and technology to help individuals turn their income, goals, and priorities into structured investment plans. .
