Financial Consultant

1 week ago


Cebu City, Central Visayas, Philippines Peras Son Consultant Full time

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Job DescriptionEmployee Recognition and Rewards

Incentives

Description
  • Analyze clients' financial situations and develop personalized financial plans that align with their goals and risk tolerance.
  • Advise clients on investment strategies, including stocks, bonds, mutual funds, and other financial instruments.
  • Assist clients with retirement planning, tax optimization strategies, estate planning, and insurance needs.
Requirements
  • Medical
  • NBI
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