NS Wealth Solution Pvt Ltd -SEBI Registered Investment Advisor
Website:
nswealth.in
Job details:
Company Description NS Wealth Financial Planners, a SEBI Registered Investment Advisor, is a client-focused financial planning firm founded in 2008 with a mission to help families become financially secure, happy, and successful. The firm provides unbiased, goals-based financial advice supported by modern technology to help clients manage their personal finances and turn their dreams into achievable goals. NS Wealth serves individuals from diverse personal and financial backgrounds, with particular strength in supporting salaried individuals and professionals. The NS Wealth team operates as a close-knit “family,” bringing together people from varied experiences and locations to positively impact the financial well-being of clients across India. Using its proprietary “Dream > Decide > Do” model, NS Wealth empowers clients to plan effectively today for a better tomorrow.
Role Description The Personal Financial Advisor role at NS Wealth-SEBI Registered Investment Advisor is a full-time, on-site position based in Vita. The advisor will work directly with clients to understand their life goals, current financial situation, and personal constraints, and then develop tailored financial plans that cover savings, investments, risk management, retirement, and major life milestones. Daily responsibilities include conducting client meetings, analyzing cash flows and portfolios, recommending suitable financial products in line with SEBI regulations, and monitoring progress against agreed goals. The advisor will use NS Wealth’s “Dream > Decide > Do” framework to guide clients from aspiration to execution, providing ongoing support, review, and adjustments as circumstances change. The role also involves maintaining accurate documentation, staying current on financial markets and regulatory updates, and collaborating with team members to ensure consistently high-quality client service.
Qualifications
- Strong foundation in Financial Planning and Personal Finance, with the ability to design comprehensive, goal-based plans for diverse client profiles.
- Applied knowledge of Finance and Financial Services, including familiarity with investment products, risk management solutions, and regulatory requirements.
- Experience or interest in Retirement Planning, including building long-term strategies for income, asset allocation, and protection during post-retirement years.
- Relevant academic background such as a degree in finance, commerce, economics, business, or a related field; professional certifications (e.g., CFP, NISM, or equivalent) are an advantage.
- Strong analytical and numerical skills, attention to detail, and proficiency with spreadsheets and financial planning tools.
- Clear, empathetic communication skills, with the ability to explain financial concepts in simple language and build long-term client relationships.
- High ethical standards, client-centric mindset, and readiness to comply with SEBI and internal compliance requirements.
- Ability to work on-site in Vita, manage multiple client engagements, and collaborate effectively as part of a diverse, mission-driven team.
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