Financial Planning Specialist

4 weeks ago

Nashik Maharashtra, India Finnovate Full time

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

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