Financial Planning Specialist

1 week ago


Manila, National Capital Region, Philippines MedGrocer Full time

We are looking for a skilled Financial Planner to join our team at MedGrocer.

As a Financial Planner, you will be responsible for developing and implementing customized financial plans for our clients.

Your primary goal will be to help clients achieve their financial goals by providing expert financial advice and guidance.

  • You will conduct thorough financial assessments to identify areas for improvement and develop personalized financial strategies.
  • You will create educational content, such as blog posts and videos, to educate clients on various financial topics.
  • You will engage with clients through one-on-one meetings, phone calls, and emails to discuss their financial progress and provide ongoing support.
  • You will stay up-to-date on industry trends and best practices to ensure the delivery of high-quality financial advice.
Key Responsibilities
  • Delivering customized financial advice and strategies through seminars and workshops.
  • Creating engaging financial planning materials and educational content.
  • Providing one-on-one financial counseling sessions and ongoing support.
  • Staying updated on market trends and regulations.
Perks and Benefits
  • Hybrid set-up for flexibility and work-life balance.
  • Compensation based on a fixed number of engagements.


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