Financial Consultant

7 days ago


Albay Philippines JMH MICROFINANCE, INC. - Daraga Full time

On-site - Albay 1-3 Yrs Exp Master Full-time Share Job Description A Financial Consultant provides expert advice and tailored financial strategies to help clients achieve their financial goals. They analyze financial data, assess risks, and recommend solutions to improve financial health, investment portfolios, or business operations. Below is a detailed job description for a Financial Consultant: Key Responsibilities: Client Consultation: Meet with clients to understand their financial goals, needs, and current financial status. Financial Planning: Develop customized financial plans, including budgeting, saving, investment, retirement, and insurance strategies. Bachelor's degree in finance, economics, accounting, or a related field (Master's degree or certifications such as CFP, CFA, or CPA is a plus). Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in financial modeling, budgeting, and forecasting. Knowledge of financial software and tools. Ability to build and maintain client relationships. Attention to detail and ethical standards. If the position requires you to work overseas, please be vigilant and beware of fraud. If you encounter an employer who has the following actions during your job search, please report it immediately withholds your ID, requires you to provide a guarantee or collects property, #J-18808-Ljbffr



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