04 Oct
|
NS Wealth-SEBI Registered Investment Advisor
|
Pune
04 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 | In office
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