Finnfit Expert

4 - 8 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Financial Fitness Expert at Finnovate, you will be part of a holistic financial planning and wealth advisory platform dedicated to transforming the way Indians receive personal finance advice. Your role will involve guiding individuals in making informed financial decisions for their long-term financial well-being, representing Finnovate at various events to promote financial education, and providing expert insights on financial planning, investment strategies, and wealth management tailored to client needs. 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. 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. - Bachelor's 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 ideal for a go-getter who is ambitious, confident, and eager to make a real impact in the world of financial wellness. If you are ready to inspire, educate, and lead, Finnovate is the place for you. Benefits of being a part of Finnovate: - Health Insurance: Coverage including options for dependents. - 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. - Company Events and Celebrations: Company outings, team-building 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.,

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