Job Responsibilities
- Manage end-to-end client relationships by adhering to the financial planning process and embodying the companys core values.
- Conduct engaging and value-driven conversations with clients on a daily basis, focusing on understanding their needs and goals.
- Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies.
- Act as a mentor, advisor, and friend to clients, providing support and guidance throughout their wealth creation journey.
- Oversee investment portfolios and align them with clients financial objectives through meticulous planning and execution.
- Serve as an advisor rather than a salesperson, prioritizing client well-being over revenue targets.
- Product knowledge in Mutual Funds, Stocks, FD, Bonds, Reits etc.
Qualifications




- Graduate in Commerce / Finance or related field.
- CFA/CFP (preferred)
- CFP any 2 module cleared can also apply
- CFA level 1 and 2 can also apply
- Robust communication skills to effectively engage with clients and convey complex financial concepts.
- Experience or knowledge in investment advisory, wealth management, financial planning, and mutual funds.
- A passion for financial advising and a genuine desire to make a positive impact on clients lives.

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📌 Financial Advisor Intern (Mumbai)
🏢 The 1% Club
📍 Mumbai