Associate Financial Planner

1 week ago

Manila, National Capital Region, Philippines Satellite Office Full time

**Job Description**

Satellite Office is seeking a skilled Financial Planning Associate to support our financial advisors in providing exceptional service to our clients. As a key member of our team, you will be responsible for gathering and analyzing client data, preparing financial plans, and conducting investment research.

The successful candidate will have a strong understanding of financial planning principles, investment products, and regulatory requirements. They will be proficient in financial planning software, CRM systems, and Microsoft Office Suite.

This role requires strong analytical skills, attention to detail, and excellent communication skills. The ideal candidate will be able to work independently and as part of a team to achieve outstanding results.

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