Job
Description
As a Financial Fitness Expert at Finnovate, you will play a crucial role in guiding individuals towards making informed financial decisions for their long-term financial well-being. Your responsibilities will include representing Finnovate at conferences, meetings, and industry events to promote financial education, providing expert insights on financial planning, investment strategies, and wealth management tailored to client needs, building strong relationships with clients, staying updated on market trends and regulatory changes, and analyzing financial data to optimize financial plans for better results. Qualifications and 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 (MBA-Finance preferred). CFP certification is a plus. With 4-5 years of experience in financial advisory or related fields, you will bring valuable expertise to the role. Additionally, as part of Finnovate, you will enjoy benefits such as health insurance coverage, parental leave, opportunities for professional development through training and workshops, company events and celebrations, employee recognition programs, and employee referral programs. To join our Dream Team at Finnovate, you can follow these steps: 1. Apply with a copy of your resume. 2. Take an assessment test. 3. Participate in an HR round to get to know you better. 4. Engage in a round with the respective location head. 5. Finalize with a managerial round. The working days at Finnovate are from Monday to Saturday, with Saturday being a half day. The working hours are from 8:30 am to 5:30 pm or 9:30 am to 6:30 pm. Employees working on Sundays are eligible for 1 comp off. Apply now and be a part of Finnovate's mission to revolutionize personal finance advice in India. As a Financial Fitness Expert at Finnovate, you will play a crucial role in guiding individuals towards making informed financial decisions for their long-term financial well-being. Your responsibilities will include representing Finnovate at conferences, meetings, and industry events to promote financial education, providing expert insights on financial planning, investment strategies, and wealth management tailored to client needs, building strong relationships with clients, staying updated on market trends and regulatory changes, and analyzing financial data to optimize financial plans for better results. Qualifications and 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 (MBA-Finance preferred). CFP certification is a plus. With 4-5 years of experience in financial advisory or related fields, you will bring valuable expertise to the role. Additionally, as part of Finnovate, you will enjoy benefits such as health insurance coverage, parental leave, opportunities for professional development through training and workshops, company events and celebrations, employee recognition programs, and employee referral programs. To join our Dream Team at Finnovate, you can follow these steps: 1. Apply with a copy of your resume. 2. Take an assessment test. 3. Participate in an HR round to get to know you better. 4. Engage in a round with the respective location head. 5. Finalize with a managerial round. The working days at Finnovate are from Monday to Saturday, with Saturday being a half day. The working hours are from 8:30 am to 5:30 pm or 9:30 am to 6:30 pm. Employees working on Sundays are eligible for 1 comp off. Apply now and be a part of Finnovate's mission to revolutionize personal finance advice in India.
