Personalized Financial Services Advisor
15 hours ago
We are seeking a skilled Financial Advisor who can provide expert investment advice to clients.
The ideal candidate will have strong analytical skills, be able to communicate complex financial concepts in a clear and concise manner, and have a passion for helping others achieve their financial objectives.
- Meet with clients to understand their financial needs and objectives
- Provide strategic advice on products and services, such as investments, insurance coverage, and debt management tools
- Stay up-to-date with financial trends and maintain compliance with industry regulations
- Prepare financial documents, such as income projections and investment reports
Key Qualifications:
- Bachelor's Degree Graduate
- At least 1 year work experience in any field
- Fresh graduates are welcome to apply
- Strong people skills with an established network
- Ability to use computer programs like MS PowerPoint, Excel, Outlook, and Word
- Strong communication skills, trainable and coachable, results-oriented, self-driven, and with a passion for success
- Has the desire to help Filipino families plan for the future
Part-time
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