Internship Financial Advisor/Financial Planner – V MEGA AGENCY

The Internship Financial Advisor/Financial Planner is responsible for assisting customers in understanding and fulfilling their financial needs. This role involves building a customer database and developing skills in presentation, product knowledge, and social media engagement.

In this role, interns will engage with customers daily to assess their financial requirements and provide tailored advice. The work environment is dynamic, with a focus on personal development and professional training.

Key Responsibilities:

• Meet with customers to assess their financial needs.
• Create and maintain a personal customer database.
• Attend training sessions on presentation skills and product knowledge.
• Utilize social media platforms to enhance customer engagement.
• Collaborate with team members to develop financial strategies.
• Provide support in organizing financial workshops and seminars.
• Assist in preparing financial reports and presentations.