Financial Planning Specialist

About the Company

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.

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
• Analyze financial data, track progress, and optimize financial plans
• Represent Finnovate at conferences, meetings, and industry events to promote financial education

Requirements

• Bachelor’s degree in finance, economics, or a related field
• 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 and communication skills
• Analytical mindset for assessing financial data

Preferred Qualifications

• MBA in Finance
• CFP certification
• NISM XA – XB qualification or currently working towards it

Benefits

• Health Insurance including options for dependents
• Paid Time Off (vacation and holidays)
• Paid Parental Leave (maternity, paternity, and adoption)
• Professional Development opportunities
• Performance-based recognition and incentives
• Company events and team-building activities
• Employee Referral Programs