Part-time/ Full-Time Financial Wealth Planner

4 days ago


Manila, National Capital Region, Philippines Millennial Financial Advisors Full time

Our Approach

Millennial Financial Advisors takes a holistic approach to financial planning, focusing on each client's unique needs and goals. Our experienced Financial Wealth Planners work closely with clients to create tailored wealth management plans that drive success.

About the Position

We are seeking a highly skilled Financial Wealth Planner to join our team on a Part-time/ Full-Time basis. The successful candidate will be responsible for creating personalized wealth management plans and ensuring that clients meet their financial goals.

Key Responsibilities

  • Create customized wealth management plans based on individual client needs.
  • Develop and implement effective investment strategies to maximize client returns.
  • Provide expert advice on financial planning and portfolio management.

Requirements

  • Bachelor's degree or higher in a related field (not required but an advantage).
  • Demonstrated expertise in financial analysis, portfolio management, and wealth management.
  • Excellent communication and interpersonal skills.

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