Company Description

Ascent Financial Solutions is a SEBI- and AMFI-registered financial planning and wealth management firm with over a decade of proven expertise, founded in 2009. The firm is built on a mission to transform clients’ financial lives and provide peace of mind by reducing financial stress. Ascent emphasizes unbiased, personalized, and high-quality financial solutions tailored to each client’s unique goals and circumstances. The team serves a diverse clientele across 10 countries and multiple Indian cities, including high and medium net-worth individuals, retirees, and NRIs from varied professional backgrounds. With a strong foundation in ethics, trust, and disciplined advice, Ascent Financial is a trusted partner in helping clients achieve long-term financial well-being.

Role Description:

The Senior Financial Planner will lead comprehensive financial planning engagements, including assessing client needs, developing personalized strategies, and presenting actionable recommendations. This full-time role, based on-site in Vadodara, involves managing client portfolios,



overseeing retirement and investment plans, and monitoring progress against defined financial goals.

The position includes conducting in-depth financial analysis, cash flow and risk assessments, and ensuring compliance with regulatory and internal standards. The Senior Financial Planner will collaborate with internal teams, guide junior staff, and maintain solid relationships with clients through regular reviews, education, and ongoing support. The role also requires staying updated on market developments, regulatory changes, and best practices to continuously enhance the quality of advice.

Qualifications:
• Candidates should possess strong expertise in Financial Planning and Personal Financial Planning for diverse client profiles.
• Candidates should possess relevant professional credentials such as Certified Financial Planner or equivalent financial advisory certifications.
• Candi

📌 Senior Financial Planner (Vadodara)
🏢 Ascent Financial Solutions
📍 Vadodara