1. Role Overview
We are seeking a high-caliber, dynamic Associate Financial Planner with 2 to 3 years of experience in financial planning as part of a personal finance/ wealth management team and NISM XA and XB certifications(both non negotiable) to join our advisory practice. Should be comfortable working in/ learn the following quickly: MS365 environment including MS Teams, One Note, Planner, and AI tools like Gemini Notebook. 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 qualified with experience in personal financial planning, 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 financial planner, designing customized Strategic, Tactical, and Dynamic Asset Allocations that align with our clients' risk tolerance and life-stage requirements.

2. 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

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