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Certified Financial Planner
NS Wealth-SEBI Registered Investment Advisor
Pune, Maharashtra, India · Full Time
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- Experience
- 5+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
NS Wealth, a SEBI Registered Investment Advisor in Pune, is seeking a dedicated Certified Financial Planner (CFP®️) who prioritizes client interests above all. The ideal candidate will focus on building lasting relationships by delivering unbiased, goal-centric financial planning and advice.
Key Responsibilities
- Engage in comprehensive financial planning tailored to individual client needs.
- Guide clients on investment strategies and asset allocation.
- Provide retirement planning and risk management advisory.
- Design goal-based financial plans that align with client aspirations.
- Conduct ongoing reviews and offer continuous advisory support.
- Manage complex financial planning scenarios to enhance client satisfaction.
- Contribute to improving the quality of advice and overall client experience.
Candidate Profile and Requirements
- Certified Financial Planner (CFP®️) certification is mandatory.
- At least five years of professional experience in financial planning, investment advisory, or wealth advisory.
- Strong interpersonal skills emphasizing active listening and asking insightful questions.
- Commitment to putting client interests first in every recommendation.
- Alignment with the company’s philosophy: client comes before portfolio, planning before product sales, and building relationships over transactions.
Additional Information
- Location: Pune, Maharashtra, India.
- Employment type: Full-time, on-site position.
Skills
How they work
Communication
Customer Focus
Relationship Building