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Job Description
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.
Qualifications & Skills:
Bachelors 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 7 years of experience in financial advisory or related fields of which atleast 3 years should be in a leadership position
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.
Looking to get Placed? Try our Placement Assistance Services
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.
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