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Wealth Planning Specialist

3 weeks ago

Manila, National Capital Region, Philippines PDC insurance Agency Inc. Full time
About the Role

We are seeking a highly motivated Wealth Planning Specialist to join our team at PDC insurance Agency Inc.

In this role, you will work closely with clients to understand their financial needs and develop comprehensive plans to achieve their goals.

You will be responsible for providing expert financial advice, managing investment portfolios, and identifying opportunities for growth and improvement.