Senior Financial Planner

16 hours ago


Makati City, National Capital Region, Philippines beBeeFinancial Full time ₱300,000 - ₱500,000
Job Overview

We are seeking a highly skilled Financial Advisor to join our team. The ideal candidate will have excellent financial planning and advisory skills, experience in finance, investments, and retirement planning.


Main Responsibilities
  • Provide comprehensive financial planning and guidance to clients on investment strategies and retirement planning.
  • Develop customized financial plans based on clients' needs and goals.
  • Monitor client progress towards their financial objectives.
  • Stay up-to-date with market trends and products to provide expert advice.

Required Skills and Qualifications
  • Financial Planning and Advisory skills
  • Experience in Finance, Investments, and Retirement Planning
  • Excellent analytical and critical thinking abilities
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Relevant certifications or licenses in financial planning or advisory roles is a plus
  • Bachelor's degree in Finance, Business Administration, or related field

Benefits
  • This is a full-time role for a Financial Advisor located in Makati.
  • The successful candidate will have the opportunity to work with a global organization and contribute to its success.


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