Wealth Strategy Advisor

4 hours ago

Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱4,500,000 - ₱9,000,000

As a wealth strategy advisor, you will collaborate with a team to provide financial advisors with tailored financial plans.

Key Responsibilities

  • Client Financial Analysis: Review clients' financial documents to understand their investments, insurance, retirement, taxes, and estate needs.

  • Wealth Plan Creation: Support advisors in drafting detailed, customized financial plans.

  • Research & Analysis: Explore investment options, insurance products, retirement strategies, and other planning solutions.

  • Modeling & Software Use: Build projections, cash flow analyses, and scenario comparisons using tools like eMoney or MoneyGuidePro.

  • Compliance: Ensure all plans and documents follow industry rules and company standards while keeping organized records.

  • Team Collaboration: Work with paraplanners and advisors to ensure high-quality deliverables and enhance client satisfaction.

Required Skills and Qualifications

  • Certified Financial Planner (CFP) certification

  • Bachelor's degree in Finance, Accounting, Economics, or a related field

  • Minimum 2 years of experience in financial planning, paraplanning, or supporting advisory teams

  • Strong knowledge of personal finance, investments, insurance, and tax planning

  • Skilled in financial planning software, Excel, and CRM systems

  • Detail-oriented with excellent analytical and problem-solving skills

  • Strong written and verbal communication skills

  • High ethical standards and commitment to client confidentiality

A career as a Wealth Advisor can be a fulfilling experience for individuals who are passionate about helping others achieve their financial goals.

About the Role

This is a unique opportunity to join a team of experienced professionals dedicated to providing exceptional financial services. As a Wealth Advisor, you will have the chance to work closely with clients, understand their financial needs, and develop personalized plans to help them achieve their objectives.

What We Offer

In addition to a competitive compensation package, we offer a supportive work environment, opportunities for professional growth and development, and a chance to make a meaningful impact in the lives of our clients.

The ideal candidate will be a motivated and driven individual with a strong passion for financial planning and a desire to make a difference in the lives of others.

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