Financial Consultant

2 weeks ago

Legazpi, Bicol, Philippines JMH MICROFINANCE, INC. - Daraga Full time ₱500,000 - ₱1,000,000 per year

On-site - Albay 1-3 Yrs Exp Master Full-timeJob DescriptionDescriptionA Financial Consultant provides expert advice and tailored financial strategies to help clients achieve their financial goals. They analyze financial data, assess risks, and recommend solutions to improve financial health, investment portfolios, or business operations. Below is a detailed job description for a Financial Consultant:Key ResponsibilitiesClient Consultation: Meet with clients to understand their financial goals, needs, and current financial status.

Financial Planning: Develop customized financial plans, including budgeting, saving, investment, retirement, and insurance strategies. RequirementsBachelor's degree in finance, economics, accounting, or a related field (Master's degree or certifications such as CFP, CFA, or CPA is a plus). Strong analytical and problem-solving skills.

Excellent communication and interpersonal abilities. Proficiency in financial modeling, budgeting, and forecasting. Knowledge of financial software and tools.

Ability to build and maintain client relationships. Attention to detail and ethical standards.

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    2 weeks ago

    Legazpi, Philippines LCC Group of Companies Full time

    OverviewThe Financial Controller will oversee all financial aspects of the food group's operations, ensuring accurate financial reporting, budgeting, cost control, and regulatory compliance. The role requires strong leadership, analytical skills, and a deep understanding of the food and beverage industry's financial dynamics.ResponsibilitiesManage the...