Financial Planning Specialist

16 hours ago


Manila, National Capital Region, Philippines Venture Smarter Full time
Financial Advisor Role at Venture Smarter

Earn a competitive salary as a Financial Advisor at Venture Smarter. In this role, you'll provide expert guidance to clients on investment, savings, and retirement planning. As a Financial Advisor, you'll play a crucial role in helping individuals and businesses manage their finances effectively.

Key Responsibilities:
  • Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
  • Develop personalized financial plans to help clients achieve their financial objectives.
  • Provide strategic advice on various financial products and services.
  • Stay updated on financial trends and perform market research to identify investment opportunities.
  • Ensure all financial plans and transactions comply with industry regulations and standards.
Requirements:
  • A bachelor's degree in finance, economics, business, or a related field.
  • Minimum of 5 years of experience in sales, preferably in a tech or consulting industry.
  • Strong analytical and problem-solving skills.
  • Excellent communication, presentation, and negotiation skills.
  • In-depth knowledge of financial products and services.
  • Ability to build and maintain client relationships.
  • Proficiency in financial software and tools.
  • High level of integrity, professionalism, and customer orientation.


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