Senior Financial Specialist

23 hours ago


Lipa City, Calabarzon, Philippines beBeeFinancial Full time ₱600,000 - ₱1,200,000
Job Title: Financial Advisor

This is a part-time remote position for a Financial Planner who will be responsible for delivering personalized financial services to clients, guiding them on retirement planning and investments, and providing general financial advice.

Responsibilities
  • Develop tailored financial plans for clients, focusing on retirement goals, investment management, and overall financial well-being.
  • Analyze financial data to create effective strategies, stay up-to-date with market trends, and maintain regulatory compliance.
Required Skills and Qualifications
  • Expertise in Financial Planning, Finance, and related fields.
  • Skills in Retirement Planning, Investments, and Financial Advisory services.
  • Strong analytical, problem-solving, and interpersonal skills.
  • Bachelor's degree in Finance, Economics, or related field preferred.
  • Professional certifications (e.g., CFP, CFA) are an asset.
Benefits
  • Opportunity to work independently and remotely.
Others
  • Entry-level position available.
  • Part-time employment type.
  • Finance and Sales job function.


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