
Senior Financial Planner
16 hours ago
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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