Posted: 1 week ago
Posted: 1 week ago
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Job Description
- Financial Planner
- Company: NS Wealth-SEBI Registered Investment Advisor
- Job Location: Pune, Maharashtra, India
- Employment Type: Full-time
- Experience Required: 3 - 5 years
- Were Hiring \| Financial Planner \| 2 urgent vacancies
- Location: Kothrud, Pune \| Full-Time \| On-Site
- 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 portfoliotheir goals, priorities, circumstances and aspirations.
- Were looking for a Financial Advisor who wants to build meaningful, long-term client relationships through unbiased, goal-based financial planning.
- Youll work closely with clients on:
- Comprehensive Financial Planning
- Investments \& Asset Allocation
- Retirement \& Risk Management
- Goal-Based Financial Planning
- Ongoing Reviews \& Advisory
- Youll 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 clients 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, wed like to hear from you.
- Interested candidates can send their CV to:
- hidden_email \&
- hidden_email
- Subject:
- Application Financial Planner
- #Hiring #CFP #Financial
- Advisor #Financial
- Planning #Investment
- Advisory #RIA #Pune
- Jobs #FeeBasedAdvice .
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Financial PlannerOngoing Reviews AdvisoryGoal Based Financial PlanningInvestments Asset AllocationRetirement Risk ManagementFinancial PlanningComprehensive Financial PlanningInvestment ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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