Expert Financial Advisor

3 days ago


San Juan, National Capital Region, Philippines beBeeFinancial Full time ₱3,000,000 - ₱6,000,000

This role involves providing clients with expert financial planning and advice to help them achieve their financial goals.

">Job Description

This is a part-time remote role for a financial advisor who will be responsible for providing clients with personalized financial plans, assisting with retirement planning, and managing investments.

">Key Responsibilities:
  • Provide clients with expert financial planning and advice.
  • Create personalized financial plans to meet clients' needs.
  • Assist with retirement planning and investment management.
Requirements:
  • Demonstrated expertise in financial planning and finance.
  • Experience in retirement planning and investments.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
Benefits:
  • Opportunity to work independently and remotely.
  • Possible experience in the insurance industry.

Apart from these, you can refer below job types:

Part-time Finance and Sales, Insurance, Entry level, Part-time, Finance and Sales, Insurance


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