Financial Advisor Intern

Job Responsibilities

• Manage end-to-end client relationships by adhering to the financial planning process and embodying the companys core values.
• Conduct engaging and value-driven conversations with clients on a daily basis, focusing on understanding their needs and goals.
• Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies.
• Act as a mentor, advisor, and friend to clients, providing support and guidance throughout their wealth creation journey.
• Oversee investment portfolios and align them with clients financial objectives through meticulous planning and execution.
• Serve as an advisor rather than a salesperson, prioritizing client well-being over revenue targets.
• Product knowledge in Mutual Funds, Stocks, FD, Bonds, Reits etc.

Qualifications

• Graduate in Commerce / Finance or related field.
• CFA/CFP (preferred)
• CFP any 2 module cleared can also apply
• CFA level 1 and 2 can also apply
• Strong communication skills to effectively engage with clients and convey complex financial concepts.
• Experience or knowledge in investment advisory, wealth management, financial planning, and mutual funds.
• A passion for financial advising and a genuine desire to make a positive impact on clients lives.

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