Role Overview

We are hiring a Financial Advisor for a fast-growing financial services setup in Gurgaon. This role requires a certified professional with strong 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
- Robust 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

- Strong 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