Senior Investment Consultant

4 days ago

Manila, National Capital Region, Philippines beBeeFinancial Full time $40,000 - $60,000
Job Overview

This is a part-time remote role that requires an experienced Financial Advisor to provide personalized financial planning, guidance on retirement planning, investment management, and general financial advisory services.

Main Responsibilities:
  • Personalized financial planning and retirement planning guidance
  • Investment management and provision of general financial advisory services
  • Financial data analysis and development of tailored financial strategies
  • Staying up-to-date with the latest market trends and regulatory requirements
Key Qualifications:
  • Expertise in Financial Planning and Finance
  • Skills in Retirement Planning and Investments
  • Experience in providing high-quality Financial Advisory services
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Ability to work independently and remotely
Requirements:
  • Bachelor's degree in Finance, Economics, or related field preferred
  • Professional certification (e.g. CFP, CFA) is highly desirable

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