Job Title

Associate financial 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 in 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 application, document scanning, transactions processing, documentation and other back-office operations.

Prefered Qualifications

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

Desired Candidate Profile

–

Additional Details

Good knowledge of computer, email, internet. Intermediate/advanced level knowledge on MS Excel.

Salary Range

From 1.20 p.a to 3.00 p.a

How to Apply

accounts@nswealth.in