Financial Planning Expert

4 weeks ago

Mumbai, India Finnovate Full time

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: ü  Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred). ü  A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same ü  Minimum of 2 years of experience in financial advisory or related fields ü  Strong knowledge of financial planning, investment strategies, and wealth management. ü  Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. ü  Analytical mindset with the ability to assess financial data and provide strategic recommendations. ü  Self-driven, goal-oriented, and passionate about helping others achieve financial success.   This role is ideal for professionals passionate about financial education and empowerment, helping individuals and businesses make informed financial choices for a secure future.   Requirements MS-Excel

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