Certified Financial Planner (Pune)

Certified Financial Planner (Pune)

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

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