Digital Financial Planning Specialist

Finnovate; Maharashtra; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Health Insurance

Paid Time off

Parental Leave

Professional Development

Recognition and Incentives

Company Events and Celebrations

Employee Recognition Programs

Employee Referral Programs

Job summary

Finnovate in Mumbai seeks a Financial Planning Specialist to acquire clients, tailor wealth solutions, and guide long-term financial decisions. The role focuses on delivering personalized planning, investment strategies, and comprehensive wealth management aligned with client goals.

The candidate should have a finance background with strong communication, analytics, and stakeholder management skills to support growth and client satisfaction.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• CFP certification preferred.
• NISM XA–XB qualification.
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management and communication skills.
• Analytical mindset with ability to assess financial data.
• Self-driven and goal-oriented.

Responsibilities

• Acquire new clients by identifying prospects and presenting financial planning and investment solutions.
• Build and nurture client relationships by understanding goals and delivering customized wealth solutions.
• Advise individuals on informed financial decisions for long-term security and growth.
• Deliver guidance on financial planning and investment strategies aligned to client needs.
• Stay updated on market trends and regulatory developments to provide timely advice.
• Evaluate financial data, monitor portfolios, and refine plans to improve outcomes.
• Represent Finnovate at conferences and client meetings to promote financial literacy.

Skills

Financial planning

Investment strategies

Wealth management

Stakeholder management

Analytical mindset

Communication

Education

Bachelor’s degree in finance/economics

CFP certification (preferred)

NISM XA-XB qualification

Job description

Job Description

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