Job
Description
SEBI-registered investment,,,, Investment Advisor/Relationship Manager || Stock Yaari Technologies Private Limited 0-5 years 2Lacs to 4 Lacs Noida - Sec 3 Were Stock Yaari Technologies Private Limited, a fast-growing fintech startup reimagining how everyday Indians invest, save, and grow their wealth. No jargon. No noise. Just honest, data-driven, personalized financial guidance powered by tech, backed by humans. We're building the future of ethical, accessible investing , and were looking for NISM-certified advisors who want to make real impact , not just hit sales targets. We're looking for a NISM-certified Investment Advisor who shares our passion for financial literacy, ethical advice, and long-term client success. Empower Clients Understand their dreams, goals, and fears. Help them build a personalized financial roadmap from budgeting and investing to retirement and wealth creation. Build Smart Portfolios Recommend diversified, well-researched investment options tailored to client needs across mutual funds, equity, debt, insurance, and more. Be a Trustworthy Guide Offer ongoing advice, educate clients on market movements, and help them stay the course. Monitor & Adapt Track portfolio performance and adjust strategies proactively to align with changing life situations and market conditions. Stay Compliant – Ensure that every interaction follows SEBI and NISM regulations and reflects the highest standards of ethics. Learn & Grow – Stay updated with trends, tools, and evolving regulations. We support your learning with regular training and certification programs. You Tube Videos – Creation of You Tube Videos on daily basis. What You Bring: Valid NISM Series certifications. Degree in Finance, Commerce, Business, or related fields (MBA/CA/CFP/CFA is a plus). Excellent communication skills — you can explain complex financial concepts in simple, relatable ways. Strong analytical thinking and a passion for problem-solving. A client-first attitude, with a deep sense of responsibility and empathy. Bonus if you're a SEBI-Registered Investment Advisor (RIA) or have fintech or HNI advisory experience. Why Join Us? A mission-driven team where values come before volumes. Transparent, ethical work culture — no hard selling or misselling. Access to cutting-edge tools, research, and training. Clear career path with real mentorship and leadership opportunities. Opportunity to make a real impact in people’s financial lives. Ready to Make Finance Meaningful Again? If you're someone who truly cares about helping others make smart money decisions — not just selling products — we want to hear from you.
