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Financial Advisor Internship Internship in Thane
Bringle Academy
Financial Advisor Internship
Bringle Academy
B
Thane
Start Immediately
Paid
About Company
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, 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-officeStrong attention to detail and confidentiality
Additional Information
All your information will be kept confidential according to EEO guidelines.
Work Hour
Flexible Work Hours
Perks
Letter of Recommendation
Certificate
Training Certificate
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