Personal Finance Strategist

6 days ago


Makati City, National Capital Region, Philippines MedGrocer Full time

We're seeking a Personal Finance Strategist to join our team at MedGrocer. In this role, you'll contribute to creating innovative healthcare solutions that enhance accessibility and efficiency.

The Financial Planner is responsible for providing one-on-one financial counseling sessions to address specific client needs and concerns, as well as staying updated on market trends and regulations to ensure compliance.

Main Responsibilities:

  • Develop engaging financial planning materials, including webinars and seminars on relevant topics.
  • Conduct thorough assessments of clients' financial situations, goals, and risk tolerance to develop tailored financial advice.
  • Collaborate with a diverse team on impactful projects that improve lives while fostering personal and professional growth.

Requirements:

  • Must be a registered financial planner
  • Experience in conducting webinars or seminars about Financial Planning
  • Background in Psychology is a plus

Perks and Benefits:

  • Flexible work schedule
  • Hybrid set-up
  • Compensation based on fixed number of engagements


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