Independent Financial Consultant

2 days ago


Calamba, Calabarzon, Philippines beBeeFinancial Full time $60,000 - $100,000
About the Role

This is a part-time remote opportunity for an experienced financial professional. As a key team member, you will provide personalized financial planning, guide clients on retirement planning, manage investments, and offer general financial advisory services.

Key Responsibilities:
  • Develop tailored financial plans, advise clients on retirement strategies, and oversee investment portfolios.
  • Analyze financial data, craft financial strategies, and stay current with market trends and regulations.
Requirements
  • Proven expertise in Financial Planning and Finance
  • Strong background in Retirement Planning and Investments
  • Experience in delivering high-quality Financial Advisory services
  • Excellent analytical, problem-solving, and interpersonal skills
  • Ability to work independently and remotely
  • Bachelor's degree in Finance, Economics, or related field preferred
  • Professional certification (e.g., CFP, CFA) is a plus

The ideal candidate will possess a strong passion for providing exceptional client experiences and staying up-to-date with industry developments. If you are a motivated and results-driven professional looking to advance your career, we encourage you to apply.



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