Job Title: Associate Financial Planner Department: Financial Planning & Advisory

Job Summary The Associate Financial Planner will support the financial planning team in preparing, analyzing, and presenting financial plans for clients. This role is ideal for individuals passionate about personal finance, wealth management, and client service, who wish to grow into a full-fledged Financial Planner role.

Key Responsibilities

- Assist in preparing comprehensive financial plans, including retirement, investment, tax, and insurance planning.
- Gather, review, and analyze client financial data, including income, expenses, assets, liabilities, and goals.
- Conduct research on investment products, market trends, and financial planning strategies.
- Support in creating investment proposals and recommendations under the supervision of senior planners.
- Maintain accurate client records and documentation in the CRM/financial planning software.




- Coordinate with internal teams (operations, compliance, and advisory) to ensure seamless plan implementation.
- Participate in client meetings, take detailed notes, and follow up on action items.
- Stay updated on financial regulations, tax laws, and industry trends.

Required Qualifications

- Bachelor’s degree in Finance, Commerce, Economics, or related field (MBA/PGDM preferred).
- Certification or pursuit of CFP (Certified Financial Planner) / NISM Investment Adviser certification is a plus.
- 0–2 years of experience in financial planning, wealth management, or related roles.
- Solid analytical and quantitative skills with attention to detail.
- Proficiency in MS Excel, financial planning software, and reporting tools.
- Excellent communication and interpersonal skills.

📌 Associate Financial Planning Executive (Pune)
🏢 NS Wealth-SEBI Registered Investment Advisor
📍 Pune