Junior Finance Consultant — Wealth & Tax Planning

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.

Responsibilities

• Provides expert financial advice to individuals or organizations.
• Analyzes financial data and prepares reports.
• Assists clients with tax planning and retirement planning.

Skills

Financial consulting

Strong analytical skills

Communication skills

Negotiation skills

Attention to detail

Education

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

Job description

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.