Client Consultant

Company Description Vinfyn Advisory is a financial guidance firm dedicated to helping individuals, families, and businesses gain clarity, confidence, and direction in their financial lives. The firm focuses on areas such as financial health assessment, financial and investment planning, insurance and protection planning, retirement planning, loan advisory, and goal-based financial planning. At the core of its approach is VFI™ — the Vinfyn Financial Health Index — a structured framework that helps clients understand their financial strengths, vulnerabilities, and priorities. Through its Financial Health Assessment, Vinfyn Advisory encourages clients to evaluate how financially healthy they are and take steps to assess, understand, and improve their financial wellbeing. The firm primarily serves clients through remote and flexible advisory services.
Role Description The Client Consultant intern will support the advisory team in guiding clients through their financial health assessment and planning process. This remote internship role involves engaging with clients to understand their current financial situation, documenting their goals, and assisting in identifying gaps and priorities. The intern will help prepare client reports, presentations, and summaries based on the VFI™ framework and other planning tools. Day-to-day tasks include participating in virtual client meetings, responding to client inquiries, maintaining accurate records in internal systems, and coordinating with senior consultants to ensure a positive client experience. This internship is designed to provide practical exposure to personal finance, financial wellness concepts, and client advisory practices in a professional setting.
Qualifications
Candidates should possess strong Interpersonal Skills and Client Relations abilities to build trust and maintain professional relationships with diverse clients.
Candidates should possess solid Analytical Skills to interpret financial information, identify gaps, and support development of tailored financial recommendations.
Candidates should possess clear Communication skills, including the ability to explain financial concepts in simple, understandable language.
Candidates should possess Customer Service skills to manage client queries, provide timely support, and contribute to a positive client experience.
Interest in personal finance, financial planning, or wealth management; coursework or certifications in finance, economics, business, or related fields are beneficial.
Ability to work independently in a remote environment, manage time effectively, and handle multiple client tasks with attention to detail.
Proficiency with digital collaboration tools (e.g., video conferencing, productivity software); familiarity with basic financial tools or spreadsheets is a plus.

Work arrangement
No