At PrimeWealth, we are looking for an Associate Financial Advisor who is passionate about financial planning, enjoys working closely with clients, and aspires to grow into a Lead Advisor role over time.
This position is ideal for someone with 1-2 years of experience in wealth management, financial planning, or investment advisory who is looking for a structured learning environment and a clear path for professional growth.

What you'll do:
• Work closely with senior advisors and support them in managing client relationships
• Participate in financial planning discussions and client meetings
• Assist in preparing financial plans, investment recommendations, and review reports
• Coordinate with internal teams to ensure timely execution and exceptional client service
• Develop the technical expertise and advisory skills required to eventually lead client relationships independently





What we're looking for:
• 1–2 years of experience in wealth management, financial planning, investment advisory, or a related field
• Strong communication and interpersonal skills
• A sincere, disciplined, and highly dependable qualified approach
• Attention to detail and commitment to delivering quality work
• Willingness to learn, take ownership, and continuously improve
• Long-term interest in building a career as a trusted financial advisor

You'll gain direct exposure to advising NRI families on complex cross-border financial matters while working alongside experienced advisors who are invested in your growth and development.

Compensation: 6-8 LPA

📌 Associate Financial Advisor (Pune)
🏢 PrimeWealth
📍 Pune