Finnovate - Financial Planning Specialist

Job Title:

Financial Planning Specialist / Financial Planning Expert

Reporting To:

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:

• Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
• Guide individuals in making informed financial dec...