Financial Consultant

Royals Branch; Pasay; Hybrid; PHP 201,000 - 335,000; Part time

Benefits offered by this job

Hybrid work arrangement

Job summary

A financial services company in Pasay is looking for a part-time financial planner. The role involves analyzing financial data, helping clients achieve financial goals, and building client relationships. No prior experience is needed, but an Associate or Bachelor's degree is required. Candidates should be willing to undergo training and a licensing exam. The position offers a hybrid work model, allowing flexibility in your schedule.

Qualifications

• Strong analytical skills to interpret financial data.
• Excellent communication skills for building client relationships.
• Willingness to undergo training and licensing exam.

Responsibilities

• Analyze financial data and create personalized financial plans.
• Help clients set and achieve their financial goals.
• Stay updated with financial market trends and regulations.
• Stay up-to-date with financial market trends and regulations.

Skills

Financial analysis

Client relationship management

Market trend analysis

Market trends

Licensing exam prep

Education

Associate or Bachelor's degree in any course

Bachelor's degree

Job description

Hybrid - Pasay No Exp Required Bachelor Part-time

Job Description

• Analyze financial data and create personalized financial plans
• Help clients set and achieve financial goals
• Build and maintain client relationships
• Stay up-to-date with financial market trends and regulations
• Associate and Bachelor's degree, Graduated from any course.
• Willing to undergo trainings and licensing exam.
• While sales & marketing experience is not required, it is considered a plus.

If the position requires you to work overseas, please be vigilant and beware of fraud.

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• withholds your ID,
• requires you to provide a guarantee or collects property,
• forces you to invest or raise funds,
• collects illicit benefits,
• or other illegal situations.

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