Financial Advisor

7 days ago

Taguig, National Capital Region, Philippines Team Josh - Prudent Financial Consultants Full time ₱300,000 - ₱600,000 per year

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities:

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications:

  • College graduate of any 4-year course.

NOW ACCEPTING Undergraduates (must met both requirements):

  • At least 3 years of management experience.

  • At least 2 years of college education.

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