Part-time Remote Financial Planner

1 day ago


Cainta, Calabarzon, Philippines beBeeFinancial Full time ₱180,000 - ₱420,000
Job Summary

This is a part-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services.

Key Responsibilities
  • Develop comprehensive financial plans tailored to individual client needs.
  • Analyze financial data to identify trends and areas for improvement.
  • Stay up-to-date with financial market trends and regulations to ensure clients are well-informed.
Qualifications
  • Skills in Financial Planning and Finance.
  • Expertise in Retirement Planning and Investments.
  • Experience in providing Financial Advisory services.
  • Strong analytical and problem-solving skills.
  • Excellent interpersonal and communication skills.
  • Capability to work independently and remotely.
  • Bachelor's degree in Finance, Economics, or related field preferred.
  • Professional certification (e.g., CFP, CFA) is a plus.
Benefits
  • Flexible work arrangement (part-time)
  • Remote work opportunity
Additional Information
  • Seniority level: Entry level
  • Job function: Finance and Sales


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