Financial Advisor

Company Description

Wishfin is a leading fintech company in India, recognized as a pioneer in financial marketplaces. The platform offers customer-friendly and neutral services, helping individuals discover optimized banking solutions tailored to their needs. With a wide array of financial products—ranging from personal loans and home loans to credit cards and CIBIL scores—Wishfin collaborates with over 40 top banks and NBFCs across India. As the first official fintech partner of TransUnion CIBIL, the company has served more than 40 million customers, disbursing over INR 25,000 Crore in credit through its platform. Wishfin also operates one of India’s largest credit and mortgage marketplaces, including deal4loans.com.

Role Description

This is a full-time, on-site role for a Financial Advisor, located in Noida. The Financial Advisor will engage with clients to understand their financial needs and provide personalized solutions. Responsibilities include creating and implementing financial plans, offering expert advice on investments, managing retirement planning, and recommending financial products that align with client goals. Regular collaboration with partners and staying current with market trends is also expected.

Qualifications

• Proficiency in Financial Planning and Financial Advisory
• Knowledge and experience in Investments and Retirement Planning
• Strong foundations in Finance and related strategies
• Exceptional analytical, communication, and interpersonal skills
• Ability to build and maintain long-term client relationships
• Relevant certifications (e.g., CFP, CFA) or finance-related academic background preferred
• Prior experience in financial services or advisory roles is an advantage