Acquire new clients through prospecting, financial needs assessments, and presentations of financial planning and investment solutions. Build client relationships, provide personalized wealth management advice, monitor portfolios, evaluate financial data, and update plans. Stay current on market and regulatory developments, while representing Finnovate at client meetings, conferences, and industry forums to promote financial literacy and brand visibility.
Job Title:
Financial Planning Specialist / Financial Planning Expert (Digital)
Reporting To:
Branch Manager
About Finnovate:
Finnovate is
India’s largest financial planning platform that specializes in providing
successful professionals with a disciplined approach to help them achieve their
financial goals safely, surely, swiftly
To date we have
helped over 3500 professionals and their families achieve purpose and structure
to their financial lives through our FinnFit™ Financial planning process. This
is available through our experts as well as through a transparent technology platform.
We are a zero-commission, product-agnostic and holistic SEBI-registered
investment advisory (RIA) firm. Finnovate is a customer-first platform that
prioritizes unbiased advisory and is gaining increased recognition with the
rise of awareness of direct products.
Finnovate has successfully raised over USD 3
million from marque investors to drive our next league of expansion and impact.
We have recently secured a PMS license from SEBI to provide most convenient, flexible
and multi-asset portfolio management using direct products for our clients.
We
are in a growth phase where you can contribute ideas across the spectrum, and
grow into a core member of a truly customer-first team. Finnovate offers a
unique proposition where you can experience the freedom to think and operate
like an entrepreneur within the organisation, while pursuing long-term career
growth aligned with your strengths, aspirations and demonstrated competence
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
Working Days :
Monday to Saturday (2nd & 4th Sats are off)
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