Wealth Management Consultant
15 hours ago
As a Financial Advisor, you will play a critical role in helping our clients achieve their long-term financial goals.
You will be responsible for delivering personalized investment solutions, providing strategic advice on products and services, and staying up-to-date with financial trends.
- Meet with clients to understand their financial needs and objectives
- Develop and implement personalized financial plans for clients
- Provide ongoing support and guidance to clients
- Collaborate with other professionals to ensure seamless service delivery
Job Requirements:
- Bachelor's Degree Graduate
- At least 1 year work experience in any field
- Fresh graduates are welcome to apply
- Strong people skills with an established network
- Ability to use computer programs like MS PowerPoint, Excel, Outlook, and Word
- Strong communication skills, trainable and coachable, results-oriented, self-driven, and with a passion for success
- Has the desire to help Filipino families plan for the future
Part-time
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