03 Oct
|
NS Wealth-SEBI Registered Investment Advisor
|
Pune
03 Oct
NS Wealth-SEBI Registered Investment Advisor
Pune
For CFP®️ professionals who believe the client comes first.
We’re Hiring | Financial Advisor – Pune
At NS Wealth, we believe financial advice begins with understanding the person behind the portfolio — their goals, priorities, circumstances and aspirations.
We’re looking for a Financial Advisor who wants to build meaningful, long-term client relationships through unbiased, goal-based financial planning.
You’ll work closely with clients on:
• Comprehensive Financial Planning
• Investments & Asset Allocation
• Retirement & Risk Management
• Goal-Based Financial Planning
• Ongoing Reviews & Advisory
You’ll also contribute to handling complex planning situations and continuously improving the quality of advice and client experience.
Who we’re looking for:
CFP®️ | 5+ Years Experience
Financial Planning / Investment Advisory / Wealth Advisory
More importantly, you should be someone who listens first, asks the right questions and puts the client’s interests at the centre of every recommendation.
Our philosophy:
Client before portfolio.
Planning before products.
Relationships before transactions.
? Pune | Full time | On-Site
CFP®️ | 5+ Years Experience
If this is the kind of advisory career you want to build, we’d like to hear from you.-
[email protected]
[email protected]
📌 Certified Financial Planner (Pune)
🏢 NS Wealth-SEBI Registered Investment Advisor
📍 Pune