Total 1 Internship Planner job vacancies in Others category in The United States of America

Requirements:

• Singapore or SPR
• At least 21 YO (MAS requirement)
• Min. A level or diploma/degree

Internship Description:

• Experience a mindset shift in the working world
• Learn about ESBI - Employee, Self Employed, Business Owner and Investor
• Pass 4 MAS licensing exams during the course of internship.
• Learn to communicate with influence on a personal basis and in a group setting
• Learn about teamwork
• Learn about the financial products available in a financial instituition
• Learn how to do financial planning for yourself and your loved ones
• Assess clients' needs and goals and analyze their current financial status to provide a holistic view.
• Thoroughly understand the pros and cons of the solutions recommended to clients that can accurately address their needs and goals.
• Research investment opportunities to present alternative income sources
• Learn how to do estate planning and the importance of estate planning