Financial Advisor

Company Description

Cardinal Buoy Financials draws inspiration from the cardinal mark in sea navigation, serving as a guide to safe waters. Aligned with this principle, the company's mission is to empower Overseas Filipino Workers (OFWs) and individuals to achieve financial independence through effective financial planning, fostering growth in both wealth and personal development. Cardinal Buoy is dedicated to making a positive impact by offering tailored financial planning solutions, not merely focusing on product sales but on creating meaningful, long-term relationships. The team provides individualized advice designed to meet clients unique financial goals and ensure their long-term protection and prosperity.

Role Description

This part-time hybrid role is based in Quezon City, allowing for both on-site work and remote flexibility. As a Financial Advisor, responsibilities include developing personalized financial plans, advising on retirement and investment strategies, and assisting clients in achieving financial independence. You will also forge meaningful client relationships and provide guidance tailored to each individual's circumstances and goals.

Qualifications

• Expertise in Financial Planning and Financial Advisory to analyze and address clients financial goals effectively.
• Knowledge of Finance and Investments to guide clients in managing and growing their resources.
• Experience in Retirement Planning to assist individuals in securing a financially sound future.
• Strong interpersonal and communication skills to build trust and maintain long-term client relationships.
• Ability to work independently in a hybrid environment, managing both remote and on-site responsibilities.
• A Bachelor's degree in finance, business administration, or a related field is preferred.
• Relevant certifications such as CFP (Certified Financial Planner) are a plus.