Financial Advisor

Role Description

This is a full-time on-site role for a Financial Advisor based in the National Capital Region, Philippines. The Financial Advisor will assist clients by assessing their financial needs, creating personalized financial plans, and providing guidance on financial products and strategies. Responsibilities include offering investment advice, consulting on retirement planning, and identifying opportunities for financial growth. Additionally, the role involves ongoing engagement with clients to review their financial goals and progress.

Qualifications

• Expertise in Financial Planning, including conducting assessments and developing financial strategies.
• Strong knowledge in Finance and Investments for evaluating portfolios and offering effective financial solutions.
• Experience in Retirement Planning to guide clients in securing their future financial stability.
• Proven capabilities in Financial Advisory, with a focus...