Careers at Fineeti
At Fineeti, we believe that our success stems from a collaborative, inclusive, and growth-oriented work culture. We are committed to nurturing talent, fostering innovation, and providing a platform where every team member thrives and contributes to creating exceptional financial solutions for our clients.
Explore the current opportunities at Fineeti and join our journey of making a difference in the financial planning industry.
Internships
Our internship program is designed for ambitious individuals who are eager to learn, take ownership, and make real contributions from day one.
We’re currently looking for interns in the following domains:
-Personal Finance Intern
-Marketing Intern
-Human Resources Intern
-Content Writing Intern
JD: Financial Planning Intern
Duration: 2–3 months
Mode: Work from Home
About the Role
Are you passionate about personal finance, the stock market, and helping others make smarter money decisions? Join Fineeti as a Personal Financial Planning Intern and get real-world exposure to how financial plans are built, how portfolios are managed, and how markets are analyzed. You'll learn to design tailored financial strategies while also getting hands-on with equity research, market trends, and model portfolio building.
What You’ll Do
- Assist in creating personalized financial plans based on individual client goals, income, and life stages
- Analyze insurance, investment, and stock market options to support those plans
- Study the current financial markets and help predict broad trends and sentiment shifts
- Help build and update model stock portfolios aligned with different risk profiles
- Support in preparing market outlooks, weekly reviews, and investment ideas
- Participate in real client conversations to understand practical financial needs and decision-making
- Reach out to potential clients onboard and offer free planning support
- Shadow experienced advisors in networking, financial consultations, and plan reviews
- Track client progress and suggest updates based on market movements or life events
What You’ll Learn
- Real-world application of personal finance + market analysis
- How to create goal-based financial plans
- Basics of equity markets, mutual funds, and insurance
- Client communication, trust-building, and needs-based planning
- Portfolio design and financial tools used by professionals
- Exposure to the advisory side of stock market investments
Who Should Apply
- Students pursuing finance, commerce, economics, or business
- Keen interest in personal finance, investing, and the stock market
- Strong communication and interpersonal skills
- Curious about how markets work and how financial plans are built
- Comfortable with MS Excel / Google Sheets for basic analysis
JD: Marketing Intern
Duration: 2–3 months
Mode: Work from Home
About the Role
Are you creative, persuasive, and excited about branding, digital marketing, and communicating real value to people? Join Fineeti as a Marketing & Client Engagement Intern and get hands-on experience in marketing strategies that drive real outcomes. You'll be working at the intersection of marketing, communication, and personal finance — helping us bring financial awareness to hundreds of individuals.
What You’ll Do
- Design and run outreach campaigns across WhatsApp, LinkedIn, Instagram, and other platforms
- Assist in onboarding potential clients by clearly and creatively communicating our value proposition
- Work with the finance team to turn strategies into client-facing content
- Develop reels, infographics, and short-form social media content
- Plan offline events and community marketing initiatives
- Organize webinars, workshops, and financial education events
- Help plan content calendars and brand storytelling efforts
What You’ll Learn
- How to run lead-generation campaigns (digital & offline)
- Creating engaging content strategies for financial audiences
- Crafting high-impact reels, infographics, and brand messaging
- Event planning and execution to drive trust and awareness
- Understanding marketing funnels and consumer psychology
- Hands-on experience with CRM and campaign tracking tools
Who Should Apply
- Students or grads in marketing, communications, media, or business
- Passionate about branding and digital content creation
- Strong communication and marketing skills
- Self-driven, creative, and interested in personal finance
- Bonus: Interest in investing or social media marketing
JD: Content Writing Intern
Duration: 2–3 months
Mode: Work from Home
About the Role
Are you passionate about writing content that educates, engages, and converts? At Fineeti, we’re on a mission to simplify personal finance and empower individuals to make smarter investment decisions. As a Content Writing & Marketing Intern, you’ll be responsible for creating powerful content that builds trust, drives engagement, and helps us attract and onboard potential clients.
What You’ll Do
- Write SEO-friendly articles for LinkedIn and our blog
- Craft short WhatsApp messages, mails and funnel content
- Write email campaigns — intros, follow-ups, newsletters
- Create content for client onboarding and explanation
- Translate strategies into easy, educational content
- Follow finance + LinkedIn trends to produce timely content
- Write for LinkedIn, outreach messages, and lead gen
- Support onboarding and lead conversion with clear messaging
What You’ll Learn
- How to write for LinkedIn, WhatsApp, email, and blogs
- Turn complex finance into clear, engaging stories
- Support content funnels and lead conversion
- Write SEO blogs and long-form articles that educate
- Leverage platform trends to boost visibility
- Build trust through writing for onboarding flows
Who Should Apply
- Students/grads in journalism, marketing, English, or finance
- Strong writers who simplify complex topics
- Interest in finance, investing, or personal wealth
- Comfortable with Google Docs, Canva, or similar tools
- Proactive, curious, and deadline-driven
JD: HR Intern – Recruitment & Onboarding
Duration: 2 months
Mode: Work from Home
About the Role
Are you someone who enjoys organizing, managing people, and ensuring things run smoothly? Join Fineeti as an HR Intern and take the lead in handling the recruitment and onboarding of interns across departments. Your major role will be to identify the right talent, onboard them professionally, and ensure all HR processes are followed efficiently.
What You’ll Do
- Handle end-to-end recruitment for new interns across various domains
- Screen resumes, conduct interviews, and coordinate with department heads
- Onboard selected candidates and manage their documentation process
- Track intern attendance, engagement, and task progress regularly
- Ensure all interns receive offer letters, completion certificates, and timely communication
- Maintain and update HR trackers and records for all active interns
- Act as the point of contact for intern-related queries and issues
What You’ll Learn
- Real-world exposure to HR operations and intern management
- Recruitment, screening, and selection techniques
- Onboarding workflows and professional communication
- Using HR trackers, coordination tools, and documentation systems
- Team management, delegation, and conflict handling
- How to work in a fast-growing startup culture
Who Should Apply
- Students or freshers interested in HR, recruitment, or people management
- Strong organizational and communication skills
- Comfortable managing multiple conversations and tracking progress
- Basic knowledge of Google Sheets, Docs, and online forms
- Proactive, dependable, and eager to take ownership
Internship Terms & Conditions
- Daily task submission is mandatory. If not submitted and not approved in advance, the day will be marked as Absent.
- Attending all internal and client meetings is compulsory. Missing a meeting without prior notice or valid reason will also be marked as Absent.
- Leaves must be informed and approved by the reporting manager at least 24 hours in advance. Emergency leaves must be supported by valid proof.
- Interns are expected to follow login and logout timings. Repeated delays or early exits without approval will be considered indiscipline.
- All company and client data must be kept strictly confidential. Sharing, copying, or misusing any data is strictly prohibited.
- Misuse of company or client information, unethical practices, or shortcuts to complete targets will lead to termination and legal action if required.
- All tools, software, documents, and resources provided by the company must be used only for official tasks.
- New interns will be under observation throughout the internship period. Consistent underperformance may lead to early termination.
- The company holds the right to terminate the internship at any time in case of misconduct, indiscipline, or violation of terms.
- If an intern wishes to leave the internship before completion or absconds without notice:
- They must either serve a 1-month notice period within the following 2 months, OR
- Pay a penalty/fine as instructed by the company.
- Failure to comply may result in the withholding of internship certificate, loss of bonuses, and a negative remark in future references.
- The company holds the right to modify these terms and conditions at any time, as per its discretion.
Full-Time Roles
1. Advisor - Finance
Experience Required: Minimum 2 years in financial advisory or a related field.
Key Responsibilities:
- Provide tailored financial planning solutions to clients.
- Conduct in-depth financial analysis and develop strategies for wealth management.
- Build and maintain long-term relationships with clients.
2. BDA
Experience Required: 1-3 years in marketing or business development.
Key Responsibilities:
- Develop and implement marketing strategies to promote Fineeti’s services.
- Collaborate with the sales and creative teams to drive brand awareness.
- Conduct market research to identify trends and opportunities.
3. Content Marketing Executive
Experience Required: 0-2 years in content creation or marketing.
Key Responsibilities:
- Create engaging and informative content for blogs, social media, and campaigns.
- Manage content calendars and ensure timely delivery of marketing materials.
- Analyze content performance and optimize strategies for better engagement.
4. Digital Marketing Executive
Experience Required: 0-3 years in digital marketing
Key Responsibilities:
- Manage Fineeti’s online presence, including social media and paid campaigns.
- Optimize website SEO and track performance analytics.
- Plan and execute targeted email and ad campaigns.
5. Client Relationship Manager
Experience Required: 2+ years in client servicing or relationship management.
Key Responsibilities:
- Act as the primary point of contact for key clients.
- Understand client needs and provide appropriate solutions.
- Monitor client satisfaction and ensure long-term partnerships.
Didn’t find a role that fits?
We’re always on the lookout for passionate and talented individuals who can add value to our team. If you believe you’re a good fit for Fineeti, send us your CV along with a cover letter detailing your expertise and areas of interest.
Email your CV to: careers@fineeti.com
Why Join Fineeti?
- A supportive and inclusive work environment.
- Opportunities for continuous learning and growth.
- A chance to make a real impact in the financial planning industry.