Are you a finance-savvy individual looking to kickstart your career in the field of financial planning? Private Capital is seeking a Certified Financial Planner intern to join our dynamic team of professionals. As an intern, you will have the opportunity to gain hands-on experience in developing comprehensive financial plans for our clients while working closely with our experienced advisors.
Selected intern's day-to-day responsibilities include:
1. Assist in conducting financial analysis and research to support client recommendations
2. Participate in client meetings and assist in presenting financial plans
3. Learn to create customized financial plans based on client goals and objectives
4. Collaborate with team members to provide exceptional client service and support
5. Gain exposure to various financial products and services available in the market
6. Assist in preparing reports and presentations for client meetings
7. Participate in training and development opportunities to enhance your skills and knowledge in financial planning
If you are a motivated and detail-oriented individual with a passion for finance, this internship opportunity at Grivaa Capital is perfect for you. Join us and embark on a rewarding journey towards becoming a successful Certified Financial Planner. Apply now and take the first step toward a fulfilling career in financial planning!
Only those candidates can apply who:
1. are available for the part time job/internship
2. can start the part time job/internship between 22nd May'24 and 26th Jun'24
3. are available for duration of 2 months
4. have relevant skills and interests
* Women wanting to start/restart their career can also apply.
Welcome to Grivaa, a boutique investment firm and wealth management firm renowned for its strong expertise in equity research and comprehensive investment solutions. As a boutique firm, we take pride in providing tailored investment solutions that align with your unique financial goals.
Whether you aim to optimize your equity portfolio, explore start-up investments, diversify geographically, or seek comprehensive financial planning, our experienced team is dedicated to guiding you every step of the way. Join us at Grivaa for opportunities in finance, marketing, HR, operations, and other areas. Connect with top-notch talent from leading universities who thrive in the competitive start-up fintech world.
