Qualified Financial Advisor (Mumbai)

Qualified Financial Advisor (Mumbai)

12 Nov
|
1 Finance
|
Mumbai

12 Nov

1 Finance

Mumbai

Hiring in Pune | Qualified Financial Advisors (3 Positions) | 1 Finance Over the last decade in financial services, I have realised one uncomfortable truth. Most financial problems in India don't happen because people lack products. They happen because people don't get honest advice. Mis-selling, commissions and product pushing have become normal in our industry. But the real value of an advisor was never in selling a product. It is in helping a family spot a risk before it becomes a crisis, avoid a costly mistake, and make decisions with clarity and confidence. At 1 Finance, we are building exactly that: advice that is commission-free, conflict-free, and aligned only with the client's financial well-being. No jargon. No selling. Just clarity. As we expand our Financial Planning Centre (FPC) in Pune, we are looking for 3 Qualified Financial Advisors who want to build an advisory practice, not just pursue an advisory job. What you will do
• Understand each client's complete financial life: goals, risks, assets, liabilities
• Design holistic plans across investments, protection, tax, retirement and estate




• Guide clients through implementation and track progress regularly
• Keep plans robust, realistic and compliant
• Stay engaged through ongoing reviews and nudges that build disciplined financial behaviour Who we are looking for
• 3–5 years in financial advisory, financial planning or wealth management
• Someone who enjoys solving financial problems, not selling products
• Robust analytical thinking and structured problem solving
• Customer empathy and high integrity
• An entrepreneurial mindset: ownership of client relationships and the drive to help build the Pune FPC
• NISM XA / XB certifications are an added advantage This is not a sales role. It's a chance to build real expertise, earn lasting client trust, and help set a new standard for financial advice in India. ?

Location:
Pune | 1 Finance Financial Planning Centre ? Reach out at [email protected] If you know someone who would want to make a difference rather than hit a target, please tag them or share this post.

📌 Qualified Financial Advisor (Mumbai)
🏢 1 Finance
📍 Mumbai

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