Financial Planner
NeksJob Philippines
Cebu, Central Visayas (PH), PH
2d ago

Job Description :

  • We are looking to hire a knowledgeable financial consultant to provide financial guidance to clients in order to help them accomplish their financial goals.
  • The financial consultant's responsibilities include assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns.

    You should also be able to maintain solid relationships with clients.

    Financial Consultant Responsibilities :

  • Developing financial plans to help clients achieve their long-term and short-term financial goals.
  • Advising clients on retirement planning, investments, and insurance decisions, depending on their financial goals.
  • Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
  • Meeting client online to consult with them.
  • Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
  • Financial Consultant Requirements :

  • Bachelor's degree in finance, business management, economics, or related field.
  • Proven experience in financial consulting.
  • Proficiency in all Microsoft Office applications.
  • The ability to analyze financial data.
  • Excellent problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Strong business acumen.
  • Willing to undergo training and licensing exam
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