Financial Planner

2 weeks ago

Manila, National Capital Region, Philippines High Scale Ai Full time

About Us:

At High Scale, a cutting-edge performance ad agency, we thrive on creativity and innovation in the influencer marketing realm. Our mission is to create unforgettable campaigns that not only resonate with audiences but also drive unparalleled results. Join our Production Team, and be a part of setting new standards in a dynamic and ever-evolving industry.

We currently need an Experienced and Proactive Financial Planner to stay on top of our reports and make strategic plans and forecasts based on the company's goals.

Compensation: $800/month

Key Responsibilities:

  1. Client Consultation:
    • Meet with clients to discuss their financial goals, needs, and concerns.
    • Gather information about clients' income, expenses, insurance coverage, tax status, risk tolerance, and current financial situation.
  2. Financial Analysis and Planning:
    • Analyze clients' financial information to develop a clear picture of their financial status.
    • Develop customized financial plans that include strategies for savings, investments, retirement, tax planning, estate planning, and risk management.
  3. Investment Recommendations:
    • Provide clients with investment advice tailored to their risk tolerance and financial goals.
    • Recommend appropriate financial products, such as stocks, bonds, mutual funds, insurance policies, and real estate investments.
  4. Plan Implementation and Monitoring:
    • Assist clients in implementing their financial plans.
    • Monitor clients' financial plans regularly to ensure they remain on track to meet their goals.
    • Adjust plans as necessary based on changes in clients' financial situations or economic conditions.
  5. Education and Communication:
    • Educate clients about financial concepts, investment options, and the importance of financial planning.
    • Communicate complex financial information in a clear and understandable manner.
  6. Compliance and Ethics:
    • Ensure all financial planning activities comply with relevant laws, regulations, and industry standards.
    • Maintain the highest ethical standards and act in the best interest of clients at all times.
  7. Documentation and Record-Keeping:
    • Maintain detailed records of client interactions, financial plans, and investment transactions.
    • Prepare and present regular reports on clients' financial progress.
  8. Professional Development:
    • Stay updated on financial markets, products, and industry trends.
    • Pursue continuing education and professional certifications as necessary.

Qualifications:

  • Education:
    • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
    • Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or ChFC (Chartered Financial Consultant) are highly preferred.
  • Experience:
    • Proven experience as a Financial Planner, Financial Advisor, or similar role.
    • Experience with financial planning software and tools.
  • Skills:
    • Strong analytical and problem-solving skills.
    • Excellent interpersonal and communication skills.
    • Ability to build and maintain client relationships.
    • Proficiency in financial analysis and forecasting.
    • High ethical standards and professional integrity.

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