We’re Hiring | Financial Planner | 2 urgent vacancies

Location: Kothrud, Pune | Full-Time | In office

Mandatory : 3 to 5 Years of Experience at Fee based RIA / Mutual Fund Distributors offering Goal Based Financial Planning / Investment Management Services

Minimum Qualification: NISM Investment Advisor XA & XB Cleared , Preference will be given to candidates who have completed or pursuing CFP / CWM.

CTC: depending on experience, skills and suitability.

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.

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.

If this is the kind of advisory career you want to build, we’d like to hear from you.

Interested candidates can send their CV to:

[email protected] &

[email protected]

Subject: Application – Financial Planner

#Hiring #CFP #FinancialAdvisor #FinancialPlanning #InvestmentAdvisory #RIA #PuneJobs #FeeBasedAdvice

📌 Financial Planner (Pune)
🏢 NS Wealth-SEBI Registered Investment Advisor
📍 Pune