Company Description
We suggest you enter details here.
Role Description
This is a part time remote role located in Central Luzon, Philippines. As a Financial Advisor, you will guide clients in making informed financial decisions by assessing their financial needs and goals. Key responsibilities include developing personalized financial plans, advising on investments, assisting with retirement planning strategies, and providing comprehensive financial advisory services to individuals and businesses. You will also be responsible for maintaining client relationships and staying updated on financial trends and regulations.
Qualifications
- Proficiency in Financial Planning and Financial Advisory to guide clients on managing their financial goals effectively.
- Strong knowledge of Investments to provide clients with well-informed recommendations for wealth growth and management.
- Expertise in Retirement Planning to support clients in setting and achieving their long-term financial security goals.
- Foundational understanding of Finance principles to handle diverse financial scenarios competently.
- Excellent interpersonal and communication skills to build strong client relationships and clearly explain financial concepts.
- A degree in Finance, Economics, Accounting, or a related field is preferred.
- Relevant certifications such as CFP (Certified Financial Planner) are advantageous.
