Senior Financial Planner

1 day ago

Batangas, Calabarzon, Philippines beBeeFinancial Full time ₱2,400,000 - ₱3,600,000
Job Title: Financial Advisor

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.

The Financial Advisor will analyze financial data, develop financial strategies, and stay up to date with financial market trends and regulations.

The ideal candidate will have 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, and capability to work independently and remotely.

Key Responsibilities:
  • Provide personalized financial planning and guide clients on retirement planning
  • Analyze financial data and develop financial strategies
Preferred Qualifications:
  • Bachelor's degree in Finance, Economics, or related field
  • Professional certification (e.g., CFP, CFA)
Work Environment:
  • Part-time remote role

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