Company Description Ascent Financial Solutions Pvt. Ltd., founded in 2004, is a professionally managed, SEBI-registered and AMFI-registered firm specializing in financial planning and wealth management. The company is driven by a mission to transform clients’ financial lives and provide peace of mind by reducing financial worries.

Ascent emphasizes unbiased, personalized, and high-quality financial solutions tailored to the unique goals and circumstances of each client. The firm serves a diverse clientele across 10 countries and multiple Indian cities, including HNIs, retirees, NRIs, and professionals such as doctors, attorneys, chartered accountants, entrepreneurs, and senior executives. Built on ethics, trust, and expertise, Ascent Financial is recognized as a trusted partner in helping clients achieve their financial goals with confidence and discipline.

Role Description

As an Assistant Financial Planner, you will be part of our financial planning team,



assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.

Responsibilities

- Assisting in gathering client financial information and conducting financial analysis.
- Preparing financial plans and investment recommendations.

Participating in client meetings to present financial plans.
- Monitoring and reporting on the progress of financial plans.

Qualifications

- Bachelor's degree in finance, economics, or a related field.
- Qualified certifications such as CFP (Certified Financial Planner), CFA, CWM preferred.
- Strong analytical and numerical skills.
- Excellent communication and presentation skills.
- Basic knowledge of financial planning principles and products

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