Company Description NS Wealth Financial Planners, a SEBI-registered Investment Advisor,

is a client-focused firm dedicated to helping families across India become financially secure, rich, happy, and successful through structured financial planning.

Established in 2008, the firm emphasizes unbiased advice, modern technology, and a holistic approach to personal financial management. The team works with individuals from diverse personal and financial backgrounds, including salaried professionals and self-employed clients, translating their dreams into realistic, achievable goals.

NS Wealth operates as a close-knit, collaborative family where team members from varied experiences contribute to improving the financial well-being of individuals and families nationwide. Using its proprietary “Dream > Decide > Do” model, NS Wealth enables clients to move from aspiration to action and plan today for a better tomorrow.

Role Description This full-time Financial Advisor role is an in office position based in Vita.

The Financial Advisor will engage with clients to understand their goals, analyze their current financial situation, and develop customized financial plans aligned with NS Wealth’s “Dream > Decide > Do” framework.

Day-to-day responsibilities include advising on investments, retirement planning, risk management, and cash flow management, as well as reviewing and updating plans based on changing client needs. The role involves conducting client meetings,



preparing reports and recommendations, ensuring compliance with regulatory requirements, and using financial tools and technology to support client decision-making.

The Financial

Advisor will collaborate with the NS Wealth team to deliver consistent, unbiased advice and maintain long-term client relationships.

Qualifications

- Candidates should possess strong expertise in Financial Planning, including goal-based planning and holistic personal finance analysis.
- Candidates should possess solid knowledge of Finance and Investments, including asset allocation, risk assessment, and product suitability.
- Candidates should possess skills in Retirement Planning and long-term wealth creation strategies.
- Candidates should possess a strong foundation in Financial Advisory, including client communication, needs assessment, and solution recommendation.
- Candidates should ideally have a relevant degree in finance, economics, commerce, or a related field, along with professional certifications (e.g., CFP, NISM, or equivalent) as an added advantage.
- Candidates should demonstrate excellent analytical skills, ethical judgment, attention to detail, and the ability to explain complex financial concepts in simple language.
- Candidates should be comfortable working on-site in Vita, collaborating in a team-oriented environment, and managing multiple client relationships effectively.

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