Financial Planning Strategist
7 days ago
About Affinity Capital Corp.
\We partner with clients to achieve their financial goals through personalized and strategic investment planning.
\Job Description
\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.
\Requirements
\- 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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