Financial Consultant

5 days ago


Davao City, Davao, Philippines GRANDUKE FINANCING Full time $40,000 - $80,000 per year

ShareJob DescriptionDescriptionA financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals. RequirementsEducational Qualifications:A bachelor's degree in finance, accounting, economics, business, or a related field. Certifications:Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification may be required or highly preferred.

Other certifications like Certified Public Accountant (CPA) or Chartered Investment Manager (CIM) can also be beneficial. Experience:Several years of experience in financial planning, investment advisory, or related fields, typically ranging from 2 to 5 years, depending on the role's seniority. Prior experience in a financial institution, wealth management firm, or advisory role is often preferred.



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