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, adaptable




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 plann

📌 Digital Wealth Acquisition Manager (Mumbai)
🏢 Finnovate
📍 Mumbai