Financial Planning Specialist

10 hours ago

Manila, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱500,000 - ₱750,000
Job Summary

This position offers a unique opportunity to work as a Financial Planning Specialist, providing personalized support to clients while developing your expertise in financial planning and related fields.

About the Role

The role of a part-time remote Financial Advisor is to provide expert guidance on retirement planning, investment management, and general financial advisory services to clients.

Duties and Responsibilities
  • Analyze financial data to develop strategies that align with client goals, staying up-to-date with market trends and regulations.
  • Provide personalized financial planning for clients, including guidance on retirement planning, investment management, and overall financial advisory services.
Qualifications
  • Expertise in financial planning, finance, retirement planning, and investments.
  • Strong analytical, problem-solving, and interpersonal skills, with the 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.
Benefits

This position offers a unique opportunity to work as a Financial Advisor, providing personalized support to clients while developing your expertise in financial planning and related fields.

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