Financial Planning Expert

7 days ago

Mumbai Metropolitan Region, India Finnovate Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job DescriptionJob Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertAre 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 youKey Responsibilitiesü 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 & Skillsü 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 sameü Minimum of 2 years of experience in financial advisory or related fieldsü 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.check(event) ; career-website-detail-template-2 => ,meta)" mousedown="lyte-button => check(event)" final- final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered="">

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