Expert Financial Planner

23 hours ago


San Fernando, Central Luzon, Philippines beBeeFinancialAdvisor Full time ₱40,000 - ₱70,000
Job Profile

We are looking for a Financial Advisor who is goal-driven and has a process-oriented mindset. Our mission is to promote financial literacy and help individuals manage their finances effectively.

Responsibilities
  • Meet with clients for consultations on financial planning and investment strategies.
  • Develop strategic financial plans to assist clients in achieving their objectives.
  • Evaluate and recommend insurance products tailored to client needs.
  • Review policies to reassess financial situations and re-strategize.
Required Skills and Qualifications
  • Willingness to learn and grow professionally.
  • Able to work remotely with minimal supervision.


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