Financial Advisor

Company Description

Cardinal Buoy Financials draws inspiration from the cardinal mark in sea navigation, symbolizing guidance and safety. Its mission is to help Overseas Filipino Workers (OFWs), business owners, employees, and individuals achieve financial independence through sound financial planning. The organization is committed to providing tailored financial solutions aligned with clients unique needs, focusing on long-term protection and prosperity rather than product selling. Cardinal Buoy Financials empowers clients to grow their wealth simply and to positively influence others by fostering personal growth. With a commitment to building lasting relationships, the team delivers expert financial planning to navigate complex financial goals and circumstances.

Role Description

This is a part-time hybrid role for a Financial Advisor, based in Quezon City with opportunities to work from home. The Financial Advisor will work with clients to provide customized financial planning and advisory services. Responsibilities include analyzing clients financial goals, developing strategies for retirement and investments, and educating clients about financial products and plans. The ideal candidate will collaborate with clients to ensure long-term financial health and success while addressing their individual needs.

Qualifications

• Expertise in Financial Planning and Financial Advisory
• Knowledge of Investments and Retirement Planning
• Strong background in Finance and related disciplines
• Ability to provide tailored financial solutions based on unique client needs
• Excellent communication and interpersonal skills
• Proven ability to foster long-term client relationships
• Relevant certifications (e.g., CFP) are advantageous
• Ability to work both independently and collaboratively in a hybrid environment