Financial Planning Expert (Digital)

Finnovate; Pune District, Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Finnovate is India’s largest financial planning platform that helps professionals achieve their financial goals through a disciplined FinnFit process. This role focuses on acquiring clients, building lasting relationships, and delivering holistic wealth management aligned with client needs.

The position requires 4+ years in financial advisory, a finance-related degree, and CFP preferred, with Mumbai/Pune on-site work.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• CFP certification is preferred.
• NISM XA – XB qualification.
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management, superior 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

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

Skills

Client relationship management

Communication

Analytical thinking

Financial planning

Wealth management

Interpersonal skills

Self-driven

Education

Bachelor’s degree in finance/economics

CFP certification

NISM XA – XB qualification

Job description

Job Title:

Financial Planning Specialist / Financial Planning Expert (Digital)

Reporting To:

Branch Manager

About Finnovate:

Finnovate is Indias 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

Location:

Mumbai /Pune

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 4 years of experience in financial advisory or related fields

Working Days:

Monday to Saturday (2nd & 4th Sats are off)