Finance Consultant

Ultimate Financing Company Inc; Cebu City; On-site; PHP 223,000 - 357,000; Full time

Job summary

A leading financial services firm in Cebu City seeks a financial consultant to provide expert financial advice and analysis. The ideal candidate should possess a Bachelor's degree in Finance or a related field and have proven experience in financial consulting. Strong analytical and communication skills are necessary for success in this role. The position is on-site and offers a full-time schedule.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proven experience in financial consulting, accounting, or a related financial role.
• Strong understanding of financial markets and investment strategies.
• Excellent communication, negotiation, and interpersonal skills.
• Analytical mindset with ability to interpret complex financial data.
• Certification/licensure CFP or CFA is preferred.
• Attention to detail and ability to handle confidential information.
• Ability to work independently and manage multiple client accounts.

Responsibilities

• Provides expert financial advice to individuals or organizations.
• Analyzes financial data and prepares reports.
• Assists clients with tax planning and retirement planning.
• Help clients navigate financial regulations and set goals.
• Monitor progress and adjust strategies as needed.

Skills

Financial consulting

Strong analytical skills

Communication skills

Negotiation skills

Attention to detail

Independent work

Education

Bachelor’s degree in Finance, Accounting, Economics, or related

Certification or licensure (CFP, CFA) preferred

Job description

On-site - Cebu Fresh Graduate/Student Bachelor Full-time

Job Description

• Provides expert financial advice to individuals or organizations to help manage their finances effectively.
• Analyzes financial data, prepares reports, and offers solutions for budgeting, investments, and risk management.
• Assists clients with tax planning, retirement planning, and wealth management strategies.
• Helps clients navigate financial regulations and make informed decisions about their financial goals.
• Monitors clients' financial progress and suggests adjustments to strategies as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proven experience in financial consulting, accounting, or a related financial role.
• Strong understanding of financial markets, tax laws, and investment strategies.
• Excellent communication, negotiation, and interpersonal skills.
• Analytical mindset with the ability to assess and interpret complex financial data.
• Certification or licensure (e.g., CFP, CFA) is often preferred.
• Strong attention to detail and ability to work with confidential information.
• Ability to work independently and manage multiple client accounts.

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