Financial Planning Specialist / BDM – Financial Advisory / Financial Planning Expert

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: