Job Title: Financial Planning Specialist / Financial Planning Expert (Digital)
Reporting To: Branch 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:
- Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
- Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
- Advise individuals on informed financial decisions to support long-term financial security and growth.
- Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
- Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice.
- Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes.
- Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.
Qualification & Skills:
- Bachelor’s degree in finance, economics, or a related field
- CFP certification is preferred
- Should have a NISM XA – XB qualification
- 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: Minimum of 3 years of experience in financial advisory or related fields
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: 9.30 am to 6.30pm
Skills Required
- Bachelor's degree in finance, economics, or a related field
- CFP certification
- NISM XA-XB qualification
- Minimum 3 years of experience in financial advisory or related fields
- Strong knowledge of financial planning, investment strategies, and wealth management
- Excellent stakeholder management, communication, and interpersonal skills
- Analytical ability to assess financial data and provide strategic recommendations
- Self-driven and goal-oriented approach
What We Do
At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence. To date, we have helped over 3000 professionals and their families reach their financial goals through our FinnFit™ Financial Planning Process. Our process is available through our team of FinnFit expert and a transparent, user-friendly technology platform, ensuring accessibility and convenience for all our clients. Our commitment to excellence has earned us the trust of marquee professionals, who not only opted our services but have also chosen to invest in our business. This endorsement speaks volumes about the quality and reliability of Finnovate. Join us at Finnovate and experience the 'professional class' service that has transformed the financial lives of thousands. Let us help you achieve your financial goals with discipline and confidence.
