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:
Assist in building comprehensive financial plans for clients, considering their goals, risk profiles, and life stages.
Support data gathering and analysis related to clients’ income, expenses, assets, liabilities, and investments.
Participate in client discussions with advisors, helping track action items and follow-ups.
Research investment options, market trends, and financial products under guidance.
Help prepare client presentations, reports, and documentation.
Collaborate with the team on internal projects and operations related to financial planning
Qualifications & Requirements:
Academic background:
Pursuing or completed Bachelors/Masters in Finance, Commerce, or Management.
CFA (any level), CFP, or other finance-related coursework is a plus
Work Experience: