Financial Planning Specialist

7 days ago

Dasmariñas, Calabarzon, Philippines beBeePlanning Full time ₱500,000 - ₱800,000

Job Summary

We seek a part-time remote Financial Planning Specialist to provide expert financial planning and advisory services. This role entails creating personalized plans, assisting with retirement planning, managing investments, and offering financial guidance to help clients achieve their goals.

About the Role

  • Responsibilities include providing financial planning, creating personalized plans, assisting with retirement planning, managing investments, and offering financial guidance.
  • Must have skills in Financial Planning, Finance, and Financial Advisory, experience with Retirement Planning and Investments, strong analytical and problem-solving skills, excellent communication and interpersonal skills, ability to work independently and remotely.
  • Experience in finance is highly desirable.

Requirements

  • Entry-level position
  • Part-time employment type
  • Finance and Sales job function

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