Finfit Expert (Nashik)

Job Description

About Finnovate Finnovate is a holistic financial planning and wealth advisory platform We are passionate about transforming the way Indians get personal finance advice Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients, Location: Mumbai / Nasik / Pune /Ahmedabad / Kutch / Bhuj Employment Type Full time / Consultant Full time Key Responsibilities Guide individuals in making informed financial decisions for longterm financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Qualification & Skills Strong knowledge of financial planning, investment strategies, and wealth management, Excellent communication and interpersonal skills to 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, Bachelors degree in finance, economics, or a related field (MBAFinance preferred) CFP certification is a plus, Years Of Experience 4-5 years of experience in financial advisory or related fields, Benefits On Being a Part Of Finnovate Health Insurance: Coverage including options for dependents, Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay, Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave, Professional Development: Opportunities for training, workshops, conferences to support employees' career growth, Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions, Company Events and Celebrations: Company outings, teambuilding activities for bonding between team members Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure, Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company, How to join our DreamTeam Apply with a copy of your resume Assessment Test HR round to know you better Round with the respective location head Final managerial round Working Days Monday to Saturday (Saturday Half Day) Working Time 30am to 5 30 am to 6