Financial Planning Specialist

Job Description

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: ü 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 same ü Minimum of 3 years of experience in financial advisory or related fields ü 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. Self-driven, goal-oriented, and passionate about helping others achieve financial success. Show more Show less