Financial and Life Advisor

About the Role

As a Financial and Life Advisor Intern, you will support the advisor in delivering guidance on personal finance, budgeting, savings, investments, and long-term life planning. This is an internship position based in Hyderabad, with a hybrid work model.

Key Responsibilities

• Gather and organize client information.
• Assist in preparing financial plans.
• Help analyze options for insurance, investments, and debt management.
• Contribute to client communications, such as scheduling meetings, preparing summaries, and drafting follow-up notes.
• Learn how to build trust and maintain confidentiality.
• Perform basic research on financial products, regulatory updates, and best practices in life planning.

Qualifications

• Ability to learn foundational concepts in personal finance, budgeting, savings, and investments, and apply them to practical client scenarios.
• Strong analytical and problem-solving skills, including comfort with numbers, spreadsheets, and basic financial calculations.
• Clear written and verbal communication skills, with the ability to explain ideas simply and listen actively to client needs.
• High level of integrity, professionalism, and respect for confidentiality when handling client information.
• Self-motivated and organized, with the ability to manage time effectively and work independently in a hybrid environment.
• Interest in life planning, goal setting, and helping others make informed decisions about their future.
• Proficiency with common office software (e.g., word processing, spreadsheets, presentations) and willingness to learn new tools.
• Currently pursuing or recently completed a degree in Finance, Commerce, Business, Economics, Psychology, Social Work, or a related field is preferred but not required.