Financial Planning Strategist

7 days ago


Makati City, National Capital Region, Philippines Affinity Capital Corp. Full time

About Affinity Capital Corp.

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We partner with clients to achieve their financial goals through personalized and strategic investment planning.

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Job Description

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This full-time on-site role for a Wealth Management Advisor in Makati involves crafting personalized financial plans, providing retirement planning advice, and managing investments. Day-to-day tasks include analyzing financial data, advising clients on wealth management services, and helping them achieve their financial objectives through strategic planning and investment management.

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Requirements

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  • Strong skills in Financial Planning and Retirement Planning
  • Expertise in Investments and Wealth Management Services
  • Solid understanding of Finance principles
  • Excellent communication and interpersonal skills
  • Ability to work on-site in Makati
  • Bachelor's degree in Finance, Economics, or related field
  • Relevant certifications such as RFC, CISol, CUSP, CTP, CFP or CFA are a plus


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