Financial Planning & Analytics Advisor

Steadfast Services Cooperative; Pasay; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial advisory firm located in Metro Manila, Philippines, is looking for a Financial Advisor. The role involves advising clients on financial planning and investment strategies, developing financial models, and analyzing financial data. Candidates should have a Bachelor’s degree in Finance or related fields and 0-2 years of relevant experience. Strong communication and interpersonal skills are essential. This opportunity focuses on delivering tailored financial solutions to clients in a dynamic environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field required.
• 0–2 years of relevant experience preferred.
• Strong attention to detail and accuracy is essential.

Responsibilities

• Advise clients on financial planning and investment strategies.
• Develop and maintain financial models and forecasts.
• Analyze financial data and prepare reports for client reviews.
• Assist in implementing financial solutions tailored to client needs.
• Stay updated with current financial regulations and trends.

Skills

Written and verbal communication skills

Strong interpersonal skills

Attention to detail and accuracy

Proficient in computer applications and financial software

Education

Bachelor’s degree in Finance, Accounting, or a related field

Job description

A financial advisory firm located in Metro Manila, Philippines, is looking for a Financial Advisor. The role involves advising clients on financial planning and investment strategies, developing financial models, and analyzing financial data. Candidates should have a Bachelor’s degree in Finance or related fields and 0-2 years of relevant experience. Strong communication and interpersonal skills are essential. This opportunity focuses on delivering tailored financial solutions to clients in a dynamic environment.