Financial Planning Specialist/Wealth Planning Specialist

As a Financial Advisor at Finnovate, your primary responsibility will be to build strong relationships with clients by understanding their goals and providing personalized financial solutions. You will guide individuals in making informed financial decisions to ensure their long-term financial well-being. Additionally, you will offer expert insights on financial planning, investment strategies, and wealth management that are tailored to meet the specific needs of each client. To excel in this role, you must stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant and up-to-date financial advice. You will be responsible for analyzing financial data, tracking progress, and optimizing financial plans to achieve better results for your clients. Representing Finnovate at conferences, meetings, and industry events to promote financial education will also be a part of your role. The ideal candidate for this position should possess a 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 obtaining one. You should have a minimum of 6 years of experience in financial advisory or related fields and demonstrate a strong knowledge of financial planning, investment strategies, and wealth management. In addition to your academic and professional qualifications, you should have excellent stakeholder management skills, superior communication abilities, and strong interpersonal skills to effectively educate and engage clients. An analytical mindset is essential for assessing financial data and providing strategic recommendations to clients. Being self-driven, goal-oriented, and passionate about helping others achieve financial success are key attributes that will contribute to your success as a Financial Advisor at Finnovate.,