About Alphanso Alphanso is a SF based modern financial platform that helps individuals and families take control of their money. From investing and taxes to goal planning, everything is accessible in one simple online platform. Powered by secure cloud infrastructure and AI, we combine expert advice with smart automation to deliver personalized guidance at scale. No confusing fees-just a clear, flat price and real support when you need it. We’re a passionate, close-knit team with experience at institutions like Google, Microsoft, Amazon, Snapchat, Sequoia, IIT Delhi, MIT, and Boston College. We believe in working collaboratively, thinking globally, and empowering each other to build the future of investing. Key Responsibilities Product and UI/UX Design: Own end-to-end design of product experiences - flows, wireframes, mockups, prototypes, and final UI Create intuitive, accessible, and visually compelling interfaces for web and mobile platforms. Work cross-functionally with product managers and engineers to bring features from idea to launch. Maintain and evolve a scalable design system and component library. Brand Identity & Visual Design: Define and refine Alphanso’s visual identity - logos, colors, typography, and brand guidelines. Ensure consistency across all brand touchpoints, including product, web, and marketing. Marketing Collateral: Design assets for social media, performance ads, email campaigns, blog illustrations, and investor decks. Requirements: Experience : 4+ years in UI/UX design with a strong portfolio showcasing end-to-end product design and visual storytelling. Education : Degree in design, visual communication, or a related field. Design Foundations : Solid grasp of design principles, layout, typography, color theory, and accessibility. Tools : Proficient in Figma (mandatory), Adobe Creative Suite (Photoshop, Illustrator, After Effects etc.) and Framer (optional) Prior experience in financial products or complex dashboards is a strong plus. Self-starter, detail-oriented, deadline-driven, and able to work methodically in a fast-paced environment.
Location: Gurugram, India (Hybrid) Experience: 0 - 2 years Qualification: CFP or CFA (Level III) required About Alphanso Alphanso is a flat-fee, fiduciary wealth management platform that blends the expertise of seasoned advisors with advanced technology. We empower professionals and families to manage investments, taxes, estate and more - transparently and without hidden costs. Role Overview We’re looking for a Financial Analyst to support our advisory and research functions. In this role you’ll work closely with senior advisors, conduct in-depth market research and generate insights that shape client strategies. This is a unique opportunity to grow in a high-impact, client-focused environment. Key Responsibilities Analyze investment, tax and estate planning strategies. Assist advisors in building comprehensive financial plans for clients. Research asset classes, ETFs, bonds and broader market trends. Prepare reports, memos and client presentations. Collaborate with product teams to transform financial insights into actionable strategies. Requirements Mandatory: CFP or CFA Level III certification. Strong analytical and financial modeling skills (Excel proficiency required). Prior financial analysis or advisory experience is a plus. Excellent communication skills with a client-first mindset. 📩 How to Apply This opportunity is open to candidates interested in full-time roles as well as those looking to consult or contribute on a part-time basis. Interested candidates can apply directly via email. 📧 Email: vatsala.agnihotri@alphanso.ai 📌 Subject Line: Financial Analyst - Alphanso - [Full-time / Contractual] 📎 Please attach your updated resume for consideration.
As a Financial Analyst at Alphanso, you will have the opportunity to support advisory and research functions by working closely with senior advisors, conducting in-depth market research, and generating insights that shape client strategies. This role will allow you to grow in a high-impact, client-focused environment. Key Responsibilities: - Analyze investment, tax, and estate planning strategies. - Assist advisors in building comprehensive financial plans for clients. - Research asset classes, ETFs, bonds, and broader market trends. - Prepare reports, memos, and client presentations. - Collaborate with product teams to transform financial insights into actionable strategies. Qualifications Required: - Mandatory: CFP or CFA Level III certification. - Strong analytical and financial modeling skills (Excel proficiency required). - Prior financial analysis or advisory experience is a plus. - Excellent communication skills with a client-first mindset. About Alphanso: Alphanso is a flat-fee, fiduciary wealth management platform that blends the expertise of seasoned advisors with advanced technology. They empower professionals and families to manage investments, taxes, estate, and more - transparently and without hidden costs. If you are interested in this full-time or part-time opportunity, you can apply directly via email to vatsala.agnihotri@alphanso.ai with the subject line "Financial Analyst - Alphanso - [Full-time / Contractual]" and attach your updated resume for consideration.,