Finnfit Expert - Ahmedabad

FINNOVATE; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Finnovate seeks a Financial Planning Specialist passionate about empowering individuals with financial knowledge and helping them make informed decisions. This full-time role involves building strong relationships, providing expert financial planning, and utilizing strategic insights in a dynamic environment dedicated to transforming personal finance advice.

Benefits

Health Insurance: Coverage including dependents.

Parental Leave: Paid maternity, paternity, and adoption leave.

Professional Development: Training, workshops, and conferences.

Company Events and Celebrations: Outings and team-building.

Employee Recognition Programs: Awards and bonuses.

Employee Referral Programs: Bonuses for successful referrals.

Qualifications

• Minimum of 3-5 years of experience in financial advisory or related fields.
• Strong knowledge of financial planning and investment strategies.
• Passionate about helping others achieve financial success.

Responsibilities

• Build relationships with clients and offer personalized financial solutions.
• Guide individuals in making informed financial decisions.
• Analyze financial data and optimize financial plans.

Skills

Financial planning

Investment strategies

Wealth management

Stakeholder management

Analytical mindset

Communication

Education

Bachelor's degree in finance, economics, or related field

CFP certification

NISM XA & XB

Job description

Job Title: Financial Planning Specialist / BDM 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:

1. Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
2. Guide individuals in making informed financial decisions for long-term financial well-being.
3. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
4. Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
5. Analyze financial data, track progress, and optimize financial plans for better results.
6. 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 is a definite advantage; alternatively, NISM XA XB qualification or working towards the same.
• Minimum of 3-5 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.
• 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.

Why choose Finnovate:

Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming personal finance advice for Indians. Our team provides comprehensive financial solutions tailored to our clients' needs.

Benefits of joining Finnovate:

• Health Insurance: Coverage including dependents.
• Parental Leave: Paid maternity, paternity, and adoption leave.
• Professional Development: Training, workshops, and conferences for career growth.
• Company Events and Celebrations: Outings and team-building activities.
• Employee Recognition Programs: Awards, incentives, and bonuses.
• Employee Referral Programs: Bonuses for successful referrals.

Job Details:

• Type: Full-time, Permanent
• Benefits: Health insurance
• Schedule: Day shift
• Education: Bachelor's (Preferred)
• Language: English (Preferred), Gujarati (Required)
• License/Certification: NISM XA & XB (Preferred), CFP (Required)
• Work Location: In person

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