Financial Consultant

GRANDUKE FINANCING; Davao del Sur; On-site; PHP 1,707,456 - 2,845,760; Full time

Job summary

A financial services firm in Davao del Sur seeks a Financial Consultant to provide expert financial advice. Candidates should have a bachelor's degree in finance or related fields and several years of relevant experience. Certifications such as CFP or CFA are preferred. The role emphasizes consultative sales and customer service skills.

Qualifications

• Several years of experience in financial planning, investment advisory, or related fields.
• CFP or CFA certification preferred; CPA or CIM beneficial.

Responsibilities

• Provide expert advice on managing finances and investment decisions.

Skills

Consultative Sales

People Oriented Service

Education

Bachelor’s degree in finance, accounting, economics, business, or a related field

Tools

Securities Analyst Certificate

Job description

Job Description

A financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals.

Government Mandated Benefits

• A financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals.

Educational Qualifications

• A bachelor’s degree in finance, accounting, economics, business, or a related field.

Certifications

• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification may be required or highly preferred.
• Other certifications like Certified Public Accountant (CPA) or Chartered Investment Manager (CIM) can also be beneficial.

Experience

• Several years of experience in financial planning, investment advisory, or related fields, typically ranging from 2 to 5 years, depending on the role’s seniority.
• Prior experience in a financial institution, wealth management firm, or advisory role is often preferred.

Consultative Sales, Fund Sales, Foreign Exchange, Transaction, Securities Analyst Certificate, People Oriented Service, Calculator

Preview

HR Officer GRANDUKE FINANCING

Working Location

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