Associate Financial Advisor

PrimeWealth; Pune District; On-site; INR 600,000 - 800,000; Full time

Job summary

PrimeWealth, based in India, partners with NRI families around the world to help with investments, retirement, and financial futures. This role emphasizes true financial advisory rather than mere product selling and requires ownership, problem-solving, and a client-centric mindset.

We’re seeking someone who is curious, ambitious, and continually looking to improve, with the ability to deliver actionable advice and build trusted relationships across markets.

Qualifications

• Must own tasks without supervision and drive outcomes.
• Think independently and solve problems proactively.
• Offer advice that is actionable and implemented.
• Care deeply about clients, commitments, and accuracy.
• Be curious, ambitious, and eager to improve continuously.

Skills

Ownership

Independent thinking

Problem solving

Attention to detail

Client focus

Curiosity and ambition

Job description

If you are, or have been, a financial advisor to clients, you already know what the job involves.

So we’re not going to bore you with a long list of responsibilities and a 20-point job description.

At PrimeWealth, we work with NRI families across the world, helping them make important decisions about their investments, retirement, and financial future.

We’re looking for someone who:

• Takes ownership without waiting for instructions.
• Can think independently and solve problems.
• Understands that good advice is only valuable when implemented.
• Cares deeply about clients, commitments, and attention to detail.
• Is curious, ambitious, and constantly looking to improve.

You’ll work with experienced financial advisors, planners, and client-service professionals, solving real financial problems for real families.

Come join us to learn true financial advisory( not your everyday financial product selling )

Note : If you are a fresher or not from the relevant domain, please don't waste time applying to this job. It will save yours and ours time.