financial consultant

5 days ago

Davao City, Davao, Philippines KS DUBB LENDING CORP Full time ₱600,000 - ₱1,200,000 per year

A Financial Consultant provides expert advice and guidance to individuals, businesses, or organizations on how to manage, invest, and grow their financial resources. Their primary goal is to help clients achieve short- and long-term financial objectives, such as retirement planning, wealth building, risk management, and debt reduction.

Assess clients' financial situations, goals, and risk tolerance

Develop and recommend customized financial plans and investment strategies

Analyze financial data and economic trends to offer informed advice

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