Financial Planning Specialist / BDM – Financial Advisory / Financial Planning Expert

Job Description

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 :

ü   Build strong relationships with clients by understanding their goals and offering personalized financial solutions.

ü   Guide individuals in making informed financial decisions for long-term financial well-being.

ü   Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.

ü   Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.

ü   Analyze financial data, track progress, and optimize financial plans for better results.

ü   Represent Finnovate at conferences, meetings, and industry events to promote financial education.

Qualifications & Skills :

• Bachelor’s 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 2 years of experience in financial advisory or related fields
• 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.

Requirements

MS-Excel