Financial Planning Specialist/Wealth Planning Specialist

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 6 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.