Financial Planner

4 days ago

Shivajinagar Pune 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**:

- Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
- Guide individuals in making informed financial decisions for long-term financial well-being.
- Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
- Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
- Analyze financial data, track progress, and optimize financial plans for better results.
- 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 5+ 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.

**Job Types**: Full-time, Permanent

Pay: ₹700,000.00 - ₹1,000,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Work Location: In person

**Speak with the employer**
+91 7718073649

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