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Financial Planning Expert

2 weeks ago

Manila, National Capital Region, Philippines Private Advertiser Full time

About the role

Job Description
  • We are seeking a highly skilled and experienced Financial Planning Expert to join our team as a Virtual Wealth Manager.

Key Responsibilities:

  • Conduct in-depth financial needs assessments with clients to understand their unique financial situations and objectives
  • Develop tailored financial plans and investment strategies to help clients grow their wealth and secure their financial future
  • Provide ongoing support and advice to clients, guiding them through complex financial decisions
  • Stay up-to-date with industry regulations, market trends and new financial products to offer informed recommendations
  • Build and maintain strong, trusted relationships with clients to ensure high levels of customer satisfaction and retention
  • Collaborate with the broader team to contribute to the overall success of the financial planning business

Requirements:

  • Relevant financial planning or wealth management qualifications, such as a Certified Financial Planner (CFP) designation
  • Demonstrated success in developing and implementing comprehensive financial plans for clients
  • Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and understandable manner
  • Strong analytical and problem-solving skills, with the ability to think critically and provide innovative solutions
  • A customer-centric mindset and a genuine passion for helping clients achieve their financial goals
  • Proficient in using financial planning software and other relevant technological tools