Expert Financial Advisor

7 days ago

Rizal, Philippines beBeeFinancialPlanner Full time ₱2,400,000 - ₱3,600,000

We are seeking an experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing clients with expert financial guidance, creating personalized financial plans, and assisting with retirement planning.

This is a part-time remote role that requires strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work independently and remotely.

  • The ideal candidate will have skills in Financial Planning, Finance, and Financial Advisory, as well as experience with Retirement Planning and Investments.
  • A background in the insurance industry is a plus.
Key Responsibilities:
  • Provide clients with expert financial guidance and create personalized financial plans.
  • Assist with retirement planning and manage investments.
  • Develop and maintain relationships with clients to ensure their financial needs are met.
Requirements:
  • Bachelor's degree in Finance or related field.
  • Minimum 2 years of experience in Financial Planning or related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and remotely.
Benefits:
  • Competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • Flexible working arrangements to suit your lifestyle.

Please note that this is a part-time remote role, requiring approximately 20 hours of work per week. If you are a motivated and organized individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity.

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