Job Title

Associate Finanacial Planner

Job City

Pune

Company Profile

NS Wealth Financial Planners (NSW) is a SEBI Registered Investment Advisor (RIA) providing comprehensive financial planning & investment solutions, located in Pune and Sangli catering to over 210 happy families. We are into this industry for the last 10+ years and are one of the fastest-growing;/ financial planning firms in Maharashtra.

Job Profile & Responsibilities

Data entry in software applications, document scanning, transactions processing, documentation, and other back-office operations

Prefered Qualifications

Certified Financial PlannerCM, QPFP, or NISM Investment Advisor preferred (Completed, Appearing both will do)

Desired Candidate Profile

• Good knowledge of computers, email, internet.
• Intermediate/advanced level knowledge of MS Excel.

Additional Details

• Ample learning opportunities on the business and technology side
• Rapid career progression based on performance
• Provides an opportunity to work directly with the founders who have good expertise in financial services
• We have ambitious growth targets and this role provides the opportunity to be associated with such a company in the early stages

Salary Range

Rs. 5,000 to 20,000 p.m. depending on skills and experience

How to Apply

accounts@nswealth.in