Financial Guidance Specialist

1 week ago

Hagonoy, Central Luzon, Philippines beBeeFinancial Full time ₱800,000 - ₱1,500,000
Role Overview

This role presents a part-time remote opportunity for an individual to deliver personalized financial guidance, assist clients in retirement planning, manage investments, and provide general financial advisory services.

The ideal candidate will possess strong analytical and problem-solving skills, excellent interpersonal and communication abilities, as well as the capability to work independently and remotely.

Key Responsibilities
  • Provide personalized financial guidance, assist clients in retirement planning, manage investments, and offer general financial advisory services.
  • Analyze financial data, develop financial strategies, and stay up to date with market trends and regulations.
Essential Skills and Qualifications
  • Expertise in Financial Planning and Finance
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Capability to work independently and remotely
  • Bachelor's degree in Finance, Economics, or related field preferred
  • Professional certification (e.g., CFP, CFA) is beneficial
Seniority level
  • Entry level
Employment type
  • Part-time
Job function
  • Finance and Sales

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