Financial Advisor

  • Central Visayas
  • Permanent
  • Part-time
  • 28 days ago
Role Description This is a part-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. Day-to-day tasks include assessing clients' financial needs, developing customized financial plans, advising on investments, retirement planning, and other financial matters. The Financial Advisor will also monitor clients' financial performance and suggest adjustments to their plans as needed. Qualifications Financial Planning and Retirement Planning skills Strong background in Finance and Investments Experience in providing Financial Advisory services Excellent analytical and problem-solving skills Strong interpersonal and communication skills Ability to work independently and remotely Certified Financial Planner (CFP) or similar certification is desirable Bachelor&aposs degree in Finance, Economics, Business, or related field Show more Show less

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