Financial Planning Expert

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

Job summary

Finnovate in Mumbai seeks a Financial Planning Specialist to guide clients through tailored financial solutions, investment strategies, and wealth management for long-term security.

The role requires a finance background, 2+ years in advisory, and strong communication to educate clients; CFP/NISM qualifications are valued; join a team focused on financial education.

Qualifications

• Bachelor’s degree in finance, economics, or related field; MBA-Finance preferred.
• CFP certification would be an advantage; 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, communication, and interpersonal skills.
• Analytical mindset with ability to assess financial data and provide strategic recommendations.
• Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Responsibilities

• Build strong relationships with clients by understanding goals and offering personalized financial solutions.
• Guide individuals in making informed financial decisions for long-term financial well-being.
• Provide expert insights on financial planning, investment strategies, and wealth management.
• Stay ahead of market trends, regulatory changes, and industry best practices.
• Analyze financial data, track progress, and optimize financial plans for better results.
• Represent Finnovate at conferences, meetings, and industry events to promote financial education.

Skills

CFP certification

NISM XA–XB qualification

Financial planning

Investment strategies

Wealth management

Stakeholder management

Communication

Analytical mindset

Self-driven

Education

Bachelor’s degree in finance/economics

MBA-Finance (preferred)

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

• Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
• Guide individuals in making informed financial decisions for long-term financial well‑being.
• Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
• Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
• Analyze financial data, track progress, and optimize financial plans for better results.
• 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.

This role is ideal for professionals passionate about financial education and empowerment, helping individuals and businesses make informed financial choices for a secure future.