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
ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
ü Guide individuals in making informed financial decisions for long-term financial well-being.
ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
ü Analyze financial data, track progress, and optimize financial plans for better results.
ü 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.
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