Wealth Planning Specialist/Financial Planning Specialist/BDM Financial Advisory

As a financial advisor at Finnovate, your primary responsibility is to build strong relationships with clients, understanding their goals, and offering personalized financial solutions. You will guide individuals in making informed decisions for their long-term financial well-being, providing expert insights on financial planning, investment strategies, and wealth management tailored to their specific needs. It is crucial to stay updated on market trends, regulatory changes, and industry best practices to deliver relevant financial advice. In this role, you will analyze financial data, track progress, and optimize financial plans to achieve better results for your clients. Additionally, you will represent Finnovate at conferences, meetings, and industry events to promote financial education and establish the company as a trusted resource in the industry. To qualify for this position, you should hold a Bachelor's degree in finance, economics, or a related field (an MBA in Finance is preferred). A CFP certification would be advantageous, or alternatively, you should have a NISM XA XB qualification or be working towards obtaining one. A minimum of 2 years of experience in financial advisory or related fields is required, along with a strong knowledge of financial planning, investment strategies, and wealth management. The ideal candidate will possess excellent stakeholder management skills, superior communication, and interpersonal skills to effectively educate and engage clients. An analytical mindset is essential for assessing financial data and providing strategic recommendations. You should be self-driven, goal-oriented, and passionate about helping others achieve financial success. If you are looking to make a meaningful impact in the lives of individuals through sound financial advice, we invite you to join our team at Finnovate.,