Personal Finance Consultant

2 days ago

Cabuyao, Calabarzon, Philippines beBeeInvestment Full time $40,000 - $60,000
Financial Advisor Role Overview

This role offers a unique opportunity to provide personalized financial planning services, guiding clients through retirement planning, investment management, and general financial advisory support.

The ideal candidate will possess skills in financial planning, finance, and expertise in retirement planning and investments. Strong analytical and problem-solving skills are essential for success in this position.

A bachelor's degree in finance, economics, or a related field is preferred, along with professional certification such as CFP or CFA. This is an entry-level part-time remote role, offering flexibility and independence.

Responsibilities include:

  • Providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services.
  • Analyzing financial data, developing financial strategies, and staying up to date with financial market trends and regulations.

Key qualifications include 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, and a bachelor's degree in finance, economics, or a related field. Professional certification is a plus.

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