Senior Financial Planner

2 weeks ago

Imus, Calabarzon, Philippines beBeeFinancial Full time $50,000 - $70,000
Job Overview

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. Other tasks include analyzing financial data, developing financial strategies, and staying up to date with financial market trends and regulations.

Responsibilities
  • Provide personalized financial planning, guide clients on retirement planning, manage investments, and offer general financial advisory services.
  • Analyze financial data, develop financial strategies, and stay up to date with financial market trends and regulations.
Key Qualifications
  • 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
  • Bachelor's degree in Finance, Economics, or related field preferred
  • Professional certification (e.g., CFP, CFA) is a plus
Employment Details
  • Part-time
Work Function
  • Finance and Sales

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