Financial Advisor Internship

Posted 2 Days Ago
Be an Early Applicant
Thāne, Thane, Mahārāshtra, IND
In-Office
Internship
Edtech • Professional Services
The Role
Support financial planning and advisory tasks including personal planning analysis, asset and income protection, wealth and investment management, trust services, and business financing. Provide needs-based analyses across life stages, build a referral-based client practice, maintain confidentiality, and use MS Office to prepare client materials.
Summary Generated by Built In
Company Description

Sudhaansh Enterprise is looking for Interns, Full Time & Part Time professionals in various categories like Sales, Marketing, Finance, Technology, Operations, Human Resource, Branding, Public Relations, Website Maintainence, Content Management, Customer Service Executives globally in Industries like Finance and Investment, Health and Wellness, Real Estate, Technology and Innovations, Internet Of Things (IOT), Education and Career, Travel and Shopping. 
Please search and apply through the link provided below as we are updating the positions everyday.
https://jobs.smartrecruiters.com/?company=BringleExcellence

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 term financial goals and objectives.
  • Provide needs-based analysis to help ensure the client’s needs are met at every life stage, managing financial 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 Required

  • Strong interpersonal and networking skills
  • Self-starter and highly motivated
  • Track record of outperforming peers
  • Ability to develop lasting, meaningful relationships and influence others
  • Goal oriented at an individual and team level
  • Proficiency in MS-office
  • Strong attention to detail and confidentiality
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The Company
50 Employees
Year Founded: 2016

What We Do

Bringle Academy is an end-to-end SkillTech platform that provides career profiling, mentoring, and holistic development to facilitate placements. The company aims to bridge the gap in requisite skills for people of all ages, helping them succeed against changing market demands through blended learning and specialized skill development programs.

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