Posted:4 days ago| Platform:
Work from Office
Full Time
Job Description Why should you choose 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, Job Title: Financial Fitness Expert Are you passionate about empowering people with financial knowledgeDo you thrive on helping individuals make smart financial decisions for a secure futureIf yes, then this role is for you! Key Responsibilities Guide individuals in making informed financial decisions for long-term 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, Requirements Qualifications & 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, 4-5 years of experience in financial advisory or related fields, This role is perfect for a go-getter who is ambitious, confident, and eager to make a real impact in the world of financial wellness If youre ready to inspire, educate, and lead, join us at Finnovate! Benefits 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, team-building activities for bonding between team members
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