Role Overview

We are hiring a Financial Advisor for a rapid-growing financial services setup in Gurgaon. This role requires a certified professional with robust regulatory understanding, client communication skills, and the ability to drive financial awareness initiatives.

The position involves client interaction, structured financial guidance, and contributing to knowledge-led financial education initiatives.

Key Responsibilities

Engage with clients to understand financial goals and risk appetite
Provide structured financial guidance aligned with client needs
Develop and deliver financial literacy modules and educational content
Ensure adherence to regulatory frameworks and internal compliance standards
Support in maintaining process integrity and governance requirements
Collaborate with internal stakeholders to strengthen advisory processes

Mandatory Requirements (Strict Filter)





NISM Series X-A & X-B Certification – Compulsory
2–4 years of experience in financial services / wealth / capital markets
Strong understanding of financial products and market fundamentals
Excellent verbal and written communication skills
Comfortable working from office (Gurgaon location)

Good to Have

Experience in fintech or digital-first financial platforms
MBA (Finance or related field)
Exposure to structured client advisory environments

Ideal Candidate Profile

Robust regulatory awareness and ethical standards
Confident communicator with client-facing experience
Ability to simplify financial concepts
High ownership and process-oriented mindset
Comfortable operating in a structured and compliance-driven setup

📌 HireVeda (Gurugram)
🏢 HireVedaX
📍 Gurugram