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Financial Advisor Internship

Employer
Bringle Academy
Location
Thane Thane Maharashtra, Maharashtra, India
Salary
Competitive Salary
Closing date
Feb 23, 2024

View more

Job Role
Finance Intern
Sector
Finance
Contract Type
Internship
Hours
Full Time
Job Description

  • Comprehensive Financial Planning
  • Personal Planning Analysis
  • Asset & Income Protection
  • Wealth Management for Corporates
  • Education Funding
  • Investment & Advisory Services
  • Trust Services
  • Angel Financing
  • Venture Capital Funding
  • Business Needs Analysis
  • Employee & Executive Benefits



Responsibilities:

  • Offer a personalized approach to providing customized solutions tailored to each client's long termfinancial goals and objectives.
  • Provide needs-based analysis to help ensure the client's needs are met at every life stage, managingfinancial risk and achieving financial security in the areas of life insurance, disability insurance, longterm care insurance, annuities and investments.
  • Create a referral based practice to build your clientele.


Qualifications

  • Strong interpersonal and networking skills
  • Self-starter and highly motivated
  • Track record of outperforming peers
  • Ability to develop lasting, meaningful relationships as well as influence others
  • Goal oriented at an individual and team level.
  • Proficiency in MS-office
  • Strong attention to detail and confidentiality


Additional Information

All your information will be kept confidential according to EEO guidelines.

Skills: Networking, Goal Oriented, Interpersonal, Confidentiality

Experience: 0.00-2.00 Years

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