Website:
primewealth.co.in
Job details:
Company Description
PrimeWealth is an independent financial planning firm based in Pune that provides tailored solutions to individual and institutional clients. With a forward-looking approach, the firm delivers comprehensive financial planning and asset management to help clients achieve their long-term goals. Committed to acting in a fiduciary capacity, PrimeWealth prioritizes clients' interests and operates with full transparency, avoiding commission-based compensation. By focusing on client collaboration, PrimeWealth aims to simplify and enhance the quality of their clients’ financial lives.
Role Description
This is a full-time on-site opportunity in the Pune for a Financial Planning Intern. The intern will assist in preparing financial plans, analyzing financial data, generating financial reports, and supporting client consultations. Tasks include conducting research on financial strategies, maintaining accurate financial records, and collaborating with the team in delivering personalized financial solutions under the guidance of experienced professionals.
Qualifications
- CFP or Pursuing CFP Candidate
- Proficiency in Financial Planning and Finance processes
- Strong Analytical Skills and a sharp attention to detail
- Basic knowledge of Accounting and Financial Reporting principles
- Excellent communication and organizational skills
- Pursuing or recently completed a degree in Finance, Accounting, Economics, or a related field
- Eagerness to learn and adapt to new financial tools and technologies
- Interest in market trends and commitment to ethical financial practices
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