Certified Financial Planner - Internship

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\. Assisting in conducting financial analysis and research to support client

recommendations

2\. Participating in client meetings and assisting in presenting financial

plans

3\. Learning to create customized financial plans based on client goals and

objectives

4\. Collaborating with team members to provide exceptional client service and

support

5\. Gaining exposure to various financial products and services available in

the market

6\. Assisting in preparing reports and presentations for client meetings

7\. Participating 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!