Financial Planning Expert

2 days ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000
Role Summary

This is a part-time remote opportunity for an experienced Financial Planner to provide expert guidance on retirement planning, investment management, and general financial advisory services.

Responsibilities
  • Develop and implement personalized financial plans, guiding clients through the retirement planning process, managing investments, and offering strategic financial advice.
  • Analyze financial data, identify trends, and stay up-to-date with market developments to inform financial strategies.
Requirements
  • Degree in Finance or related field; professional certifications (e.g. CFP, CFA) are highly valued.
  • Strong analytical skills, excellent communication abilities, and ability to work independently.
  • Experience in providing high-level financial advisory services and managing complex financial situations.
Benefits
  • Flexibility to work from home with regular check-ins.
  • Opportunity to develop skills in retirement planning and investment management.
  • Potential for career growth and professional development.

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