Company Description
First Adviser is a comprehensive financial services platform focused on addressing the full spectrum of individual financial needs. Since its inception, the organization has followed the principle that each customer’s financial situation is unique and requires a tailored solution. First Adviser emphasizes strategic customer segmentation to deliver personalized financial products and advisory services, rather than one-size-fits-all offerings. Team members work in an environment that values customer-centric thinking, analytical rigor, and long-term relationship building.

Role Description
The Financial Services Professional will provide personalized financial guidance to clients, helping them assess their current financial position and define short- and long-term goals. Day-to-day responsibilities include analyzing client portfolios, preparing financial plans, recommending appropriate financial products, and conducting regular reviews to ensure alignment with changing needs. The role involves educating clients on investment options, retirement planning strategies,



risk management, and wealth preservation, while maintaining accurate documentation and compliance with regulatory standards. This is a full-time, on-site role based in Hyderabad, requiring close collaboration with colleagues and consistent in-person client engagement.

Qualifications
- Candidates should possess strong skills in Finance and Financial Services to analyze client needs and recommend suitable products.
- Candidates should possess expertise in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies.
- Candidates should possess effective Communication skills to explain complex concepts clearly and build trust with diverse clients.
- Relevant academic background in finance, economics, business, or a related field; qualified certifications (such as CFP or equivalent) are an advantage.
- Proven experience in client-facing financial advisory or w

📌 Financial Services Professional (Hyderabad)
🏢 First Adviser
📍 Hyderabad