Provide personalized financial planning and wealth management advice to clients; build and maintain client relationships; analyze financial data; design and optimize long-term investment strategies; stay current on market and regulatory changes; represent the firm at industry events and promote financial education.
Job Title:
Financial Planning Specialist / Financial Planning Expert
Reporting To:
Manager
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
Employment Type:
Full time
Key Responsibilities:
- Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
- Guide individuals in making informed financial decisions for long-term financial well-being.
- Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
- 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.
- Represent Finnovate at conferences, meetings, and industry events to promote financial education.
Qualification & Skills:
- Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).
- A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same
- Minimum of 8 years of experience in financial advisory or related fields
- Strong knowledge of financial planning, investment strategies, and wealth management.
- Excellent stakeholder management skills, superior 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.
Years of Experience:
8 years of relevant experience preferred.
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
- 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.
Working Days
Monday to Saturday (2nd & 4th Sats are off)
Working Time
8.30am to 5.30pm
9.30 am to 6.30pm
(Employees working on Sundays are eligible for 1 comp off)
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