Financial Services Specialist

3 days ago


Manila, National Capital Region, Philippines MedGrocer Full time

At MedGrocer, we are seeking a skilled Financial Planner to join our team.

We offer a hybrid set-up that allows for flexible working arrangements to suit individual preferences.

Key Responsibilities
  • Assess Client Needs: Conduct thorough assessments of clients' financial situations, goals, and risk tolerance.
  • Develop Financial Plans: Create personalized financial plans to meet individual client needs and goals.
  • Provide Ongoing Support: Offer one-on-one financial counseling sessions to address specific client needs and concerns.
  • Stay Current: Maintain expertise in market trends and regulations to ensure compliance and accuracy.
Perks and Benefits
  • Flexible Working Arrangements: Hybrid set-up that suits individual preferences.
  • Competitive Compensation: Compensation based on a fixed number of engagements.


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