Financial Planning Expert

• Job Title: Financial Planning
• Specialist / Financial Advisory / Financial Planning Expert
• Are you passionate about empowering
• people with financial knowledge? Do you thrive on helping individuals make
• smart financial decisions for a secure future? If yes, then this role is for
• you!

Key Responsibilities

• üBuild strong relationships with
• clients by understanding their goals and offering personalized financial
• solutions.
• üGuide individuals in making informed
• financial decisions for long-term financial well-being.
• üProvide expert insights on financial
• planning, investment strategies, and wealth management tailored to client
• needs.
• üStay ahead of market trends,
• regulatory changes, and industry best practices to deliver relevant financial
• advice.
• üAnalyze financial data, track
• progress, and optimize financial plans for better results.
• üRepresent Finnovate at conferences,
• meetings, and industry events to promote financial education.

& Skills

• üBachelor’s
• degree in finance, economics, or a related field (MBA-Finance preferred).
• üA CFP
• certification would be a definite advantage, alternatively should have a NISM
• XA – XB qualification or working towards the same
• üMinimum of 2
• years of experience in financial advisory or related fields
• üStrong
• knowledge of financial planning, investment strategies, and wealth management.
• üExcellent stakeholder
• management skills, superior communication and interpersonal skills to educate
• and engage clients.
• üAnalytical
• mindset with the ability to assess financial data and provide strategic
• recommendations.
• üSelf-driven,
• goal-oriented, and passionate about helping others achieve financial success.
• This role is ideal for professionals
• passionate about financial education and empowerment, helping individuals and
• businesses make informed financial choices for a secure future.