Financial Strategist

4 days ago


Manila, National Capital Region, Philippines PDC insurance agency inc. Full time

Key Responsibilities

As a Financial Wealth Planner, your key responsibilities will include:

  1. Conducting thorough financial assessments of clients to identify areas for improvement
  2. Developing personalized financial plans that align with clients' goals and risk tolerance
  3. Collaborating with cross-functional teams to deliver exceptional client experiences

You will also have opportunities for professional growth and development within a dynamic organization.



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