Financial Adviser

Company Description

First Adviser (FA Wizard) is one of the youngest and fastest-growing Corporate Channel Partners in India, specializing in retail loans for both emerging and deeper geographical markets. Founded in 2017-2018 by experienced ex-bankers, we offer a variety of unsecured and secured loan products including Personal Loans, Business Loans, Professional Loans, Home Loans, Mortgage Loans, SME Loans, and Vehicle Loans. Leveraging technological advancements, we provide AI-powered lending solutions and automated platforms for seamless customer experiences. Our ethics-driven approach ensures transparency, compliance, data security, and customer-centric solutions, solidifying our reputation as a trusted financial partner.

Role Description

This is a full-time on-site role for a Financial Adviser located in Salem. The Financial Adviser will be responsible for providing comprehensive financial planning and advisory services to clients. Daily tasks include conducting financial assessments, developing investment strategies, and preparing financial plans for retirement, investments, and other financial goals. The candidate will also be responsible for maintaining client relationships and ensuring adherence to ethical standards.

Qualifications

• Expertise in Financial Planning and Finance
• Proficiency in Retirement Planning and Investments
• Financial Advisory skills
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous