Finance Consultant
2 weeks ago
On-site - Cebu Fresh Graduate/Student Bachelor Full-time
Job Description- Provides expert financial advice to individuals or organizations to help manage their finances effectively.
- Analyzes financial data, prepares reports, and offers solutions for budgeting, investments, and risk management.
- Assists clients with tax planning, retirement planning, and wealth management strategies.
- Helps clients navigate financial regulations and make informed decisions about their financial goals.
- Monitors clients' financial progress and suggests adjustments to strategies as needed.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Proven experience in financial consulting, accounting, or a related financial role.
- Strong understanding of financial markets, tax laws, and investment strategies.
- Excellent communication, negotiation, and interpersonal skills.
- Analytical mindset with the ability to assess and interpret complex financial data.
- Certification or licensure (e.g., CFP, CFA) is often preferred.
- Strong attention to detail and ability to work with confidential information.
- Ability to work independently and manage multiple client accounts.
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