1. About Us

360° Wealth Advice is a Bangalore-based, SEBI-registered Individual Investment Advisory firm serving clients across India and globally. Built on the core values of commitment, discipline, and trust, the firm delivers objective, goal-oriented financial guidance with absolute transparency.

Operating strictly on a fee-only model, 360° Wealth Advice accepts no product commissions or third-party affiliations. This conflict-free approach ensures clients receive honest, unbiased recommendations—including advising against unnecessary products. The firm crafts customized wealth and retirement strategies by integrating Direct Mutual Funds alongside NPS/UPS, PPF/EPF/DSOPF, REITs, and government schemes to align every investment with the client’s personal goals.

Whether assisting Armed Forces officers navigating retirement or private-sector professionals targeting long-term growth, 360° Wealth Advice empowers individuals to take full control of their financial future with clarity and peace of mind.

2. Role Overview

We are seeking a high-caliber, dynamic Financial Planner with 3 to 5 years of experience to join our advisory team. Professionals returning to the workforce after a career break, for any reason are also welcome to apply. The ideal candidate will be a client-centric professional with some experience in personal financial analysis, goal prioritization, comprehensive risk profiling, and mutual fund portfolio construction.

Operating under a strict fiduciary mandate and in compliance with the SEBI (Investment Advisers) Regulations, 2013, you will act as a trusted advisor,



designing customized Strategic, Tactical, and Energetic Asset Allocations that align with our clients' risk tolerance and life-stage requirements.

3. Key Responsibilities

- Serve as a financial planner with guidance from chief advisor for assigned clients.
- Develop comprehensive financial plans tailored to client goals. Provide advice across investments, retirement, estate planning, and related areas.
- Mutual Fund Investment Planning & Portfolio Construction: Design and construct diversified mutual fund portfolios across asset classes (equity, debt, hybrid, and arbitrage) based on clients' investment horizons. Help clients avoid costly investment errors like frequent switching, which increases transaction costs and triggers unnecessary capital gains taxes.
- Coordinate with internal team and support client servicing.
- Periodic Review & Portfolio Rebalancing: Monitor and review client portfolios at pre-fixed intervals to ensure goals remain on target. Rebalance portfolios dynamically to manage interest rate risks and credit risks, while maintaining a strict awareness of transaction costs and capital gains taxes.
- Regulatory Compliance, Documentation & Ethical Conduct:



Adhere strictly to the SEBI (Investment Advisers) Regulations, 2013. Ensure the highest standards of fiduciary duty, maintaining absolute client confidentiality and managing any potential conflicts of interest.
- No sales or business development responsibilities.
- Compensation is not linked to revenue generation.

4. Qualifications & Skills Required

- Education: Graduate degree in Finance, Accountancy, Business Management, Commerce, or Economics.
- Certifications: Mandatory NISM Series X-A (Investment Adviser Level 1) and NISM Series X-B (Investment Adviser Level 2) Certifications (must be maintained in active status at all times).
- Experience: 3 years experience as financial planner or paraplanner specifically working on financial planning or wealth management. Experience only investment and portfolio management is not sufficient.
- Skills: Excellent English communications(both written and spoken) to engage with clients, technical mastery of financial calculations (including CAGR, IRR, and NPV) using tools like Excel/Calc. Strong analytical skills in evaluating investment metrics (P/E, P/BV, PEG, Sharpe Ratio, Treynor Ratio, Sortino Ratio, and Tracking Error). Good understanding of Indian tax laws on mutual funds and retirement products. Familar with Office 365 tools like One Note, Planner, Microsoft Teams etc
- Behavioral Competency: Understanding of behavioral finance concepts to manage client emotions, address behavioral biases, and establish long-term trust.

📌 Associate Financial Planner (India)
🏢 360° wealth advice
📍 India