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Supporting Realtors in Financial Matters

1 week ago

Manila, National Capital Region, Philippines Private Advertiser Part time

We're seeking a part-time Financial Planner to join our team at Private Advertiser. In this role, you'll work with real estate agents to provide expert financial planning advice and guidance, helping them achieve their financial goals.

Your Key Accountabilities
  • Analyse the financial needs and objectives of our real estate agent clients
  • Develop personalised financial plans to help clients reach their financial goals
  • Advise clients on investment strategies, tax planning, and risk management
  • Educate clients on various financial products and services
  • Maintain client relationships and provide ongoing support and monitoring
Our Ideal Candidate
  • Strong understanding of financial products, investment strategies, and tax implications
  • Excellent communication and interpersonal skills to effectively build relationships with clients
  • Ability to analyse complex financial information and provide tailored recommendations
  • Passion for helping clients achieve their financial goals
What We Offer

A flexible work schedule, competitive compensation, and ongoing training and development opportunities make this an attractive role for a motivated Financial Planner.