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The Financialist
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Wealth Intern

Wealth Intern

The Financialist

0 - 1 years

0 Lacs

mumbai

Posted:7 hours ago| Platform:

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Skills Required

basic interpersonal skills excel wealth management financial products analytical financial planning financial modelling internship investment

Work Mode

Work from Office

Job Type

Internship

Job Description

Intern

Mumbai

Gain hands-on experience in personal finance, dive into real client cases, and learn what it takes to build a career in personal finance.

About The Financialist

The Financialist is strategically backed by Zerodha. We are building India s best Personal Finance Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients best interests. Our subscription model is designed to align with clients income levels, making our services accessible to a broad audience.

Role Description:

This internship is designed as a launchpad for those eager to dive deep into the world of personal finance offering hands-on experience, real client exposure, and a front-row seat to how meaningful financial decisions are made. It s a learning-intensive journey with the potential to convert into a full-time role for those who show promise and passion. High-performing interns will be considered for a Pre-Placement Offer (PPO).

Experience:

An ideal intern would be someone who s interested in building a career in the personal finance / wealth advisory space.

Roles Responsibilities:

Qualifications Requirements:

Academic background:

Work Experience:

Wealth Intern Application

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Current CTC

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What is your current notice periodIs it negotiable

Are you comfortable working from office in Kandivali *

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Wealth Intern