Personal Finance Specialist

1 day ago


Marikina City, National Capital Region, Philippines beBeeFinancial Full time ₱300,000 - ₱600,000

Expert financial planning and advisory services are sought by a remote Financial Advisor to provide personalized support to clients.

Key Responsibilities:
  • Deliver customized financial plans, assist with retirement strategy development, and manage investments.
  • Offer expert financial guidance to empower clients in making informed decisions and achieving their financial objectives.
Requirements:
  • Financial Planning, Finance, and Financial Advisory skills.
  • Experience in Retirement Planning and Investments management.
  • Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Able to work independently and remotely.

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