Job
Description
As a Financial Planning Specialist, you will have the opportunity to empower individuals with financial knowledge and assist them in making informed decisions for a secure future. Your role will involve the following key responsibilities: - Build strong relationships with clients by understanding their financial goals and providing personalized solutions tailored to their needs. - Guide individuals in making informed decisions for long-term financial well-being. - Offer expert insights on financial planning, investment strategies, and wealth management customized to each client's requirements. - Keep abreast of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. - Analyze financial data, monitor progress, and optimize financial plans to achieve better results. - Represent Finnovate at various conferences, meetings, and industry events to promote financial education. To excel in this role, you should possess the following qualifications and skills: - Bachelor's degree in finance, economics, or a related field (an MBA in Finance is preferred). - A CFP certification would be advantageous; alternatively, candidates should have a NISM XA XB qualification or be working towards it. - 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 effectively 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. As a Financial Planning Specialist, you will have the opportunity to empower individuals with financial knowledge and assist them in making informed decisions for a secure future. Your role will involve the following key responsibilities: - Build strong relationships with clients by understanding their financial goals and providing personalized solutions tailored to their needs. - Guide individuals in making informed decisions for long-term financial well-being. - Offer expert insights on financial planning, investment strategies, and wealth management customized to each client's requirements. - Keep abreast of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. - Analyze financial data, monitor progress, and optimize financial plans to achieve better results. - Represent Finnovate at various conferences, meetings, and industry events to promote financial education. To excel in this role, you should possess the following qualifications and skills: - Bachelor's degree in finance, economics, or a related field (an MBA in Finance is preferred). - A CFP certification would be advantageous; alternatively, candidates should have a NISM XA XB qualification or be working towards it. - 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 effectively 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.
