Financial Consultant

Fire Jasper Careers; Muntinlupa; Hybrid; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Remote work options

Job summary

Fire Jasper Careers in Metro Manila is seeking an entry-level Financial Advisor to provide expert financial advice and strategies to clients. You will analyze financial data and prepare reports to support investment decisions.

You will develop personalized financial plans based on clients' goals and risk tolerance, stay updated on market trends, and offer informed recommendations. The role emphasizes building and maintaining strong client relationships to ensure ongoing trust and satisfaction in

Qualifications

• Bachelor’s degree in Finance or related field
• 0–2 years experience
• Excellent communication and interpersonal skills

Responsibilities

• Provide expert financial advice and strategies to clients.
• Analyze financial data and prepare reports to assist clients in investment decisions.
• Develop personalized financial plans based on clients' goals and risk tolerance.
• Stay updated on market trends and financial products to offer informed recommendations.
• Build and maintain strong client relationships to ensure ongoing trust and satisfaction.

Skills

Analytical skills

Attention to detail

Education

Bachelor’s degree in Finance/Business

Job description

Description

• Provide expert financial advice and strategies to clients.


• Analyze financial data and prepare reports to assist clients in investment decisions.


• Develop personalized financial plans based on clients' goals and risk tolerance.


• Stay updated on market trends and financial products to offer informed recommendations.


• Build and maintain strong client relationships to ensure ongoing trust and satisfaction.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field


• Experience Level: 0–2 years


• Skills and Competencies: Strong analytical skills and attention to detail


• Qualities and Traits: Excellent communication and interpersonal skills


• Responsibilities and Duties: Ability to work independently and as part of a team


• Working Conditions: Professional office environment with potential remote working options