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Financial Planner Specialist

2 weeks ago

Cebu City, Central Visayas, Philippines Peras Son Consultant Full time

Job Description

Overview of Our Company
  • Peras Son Consultant is a reputable financial services provider dedicated to delivering exceptional results for our clients.

 

Responsibilities and Requirements
  • Analyze clients' financial situations and develop personalized financial plans that align with their goals and risk tolerance.
  • Advise clients on investment strategies, including stocks, bonds, mutual funds, and other financial instruments.
  • Assist clients with retirement planning, tax optimization strategies, estate planning, and insurance needs.
Skills and Qualifications
  • Required skills include excellent communication and interpersonal skills, as well as the ability to analyze complex financial data.
  • A bachelor's degree in finance or a related field is highly preferred.