Job Description

Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert
Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you!
Key Responsibilities:
u Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
u Guide individuals in making informed financial decisions for long-term financial well-being.
u Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
u Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
u Analyze financial data, track progress, and optimize financial plans for better results.
u Represent Finnovate at conferences, meetings, and industry events to promote financial education.
Qualifications & Skills:

• Bachelor's degree in finance, economics, or a related field (MBA-Finance preferred).

• A CFP certification would be a definite advantage, alternatively should have a NISM XA - XB qualification or working towards the same

• Minimum of 2 years of experience in financial advisory or related fields

• Strong knowledge of financial planning, investment strategies, and wealth management.

• Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.

• Analytical mindset with the ability to assess financial data and provide strategic recommendations.

• Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Skills Required