Financial Planning Specialist

As a Financial Advisor at Finnovate, you will be responsible for building strong relationships with clients and providing personalized financial solutions to help them achieve their goals. You will guide individuals in making informed financial decisions for long-term financial well-being, offering expert insights on financial planning, investment strategies, and wealth management tailored to their specific needs. To excel in this role, you will need to stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. Analyzing financial data, tracking progress, and optimizing financial plans for better results will be key aspects of your responsibilities. Additionally, you will represent Finnovate at conferences, meetings, and industry events to promote financial education. The ideal candidate for this position should hold a Bachelor's degree in finance, economics, or a related field (an MBA in Finance would be preferred). A CFP certification would be a definite advantage, alternatively, you should have a NISM XA XB qualification or be working towards the same. A minimum of 2 years of experience in financial advisory or related fields is required. Strong knowledge of financial planning, investment strategies, and wealth management is essential for success in this role. You should possess excellent stakeholder management skills, superior communication, and interpersonal skills to effectively educate and engage clients. An analytical mindset with the ability to assess financial data and provide strategic recommendations is crucial. As a self-driven, goal-oriented individual, you should be passionate about helping others achieve financial success. If you are looking for a rewarding career where you can make a positive impact and grow professionally, Finnovate welcomes your application.,