Licensed Financial Consultant, Makati

A Licensed Financial Consultant provides expert financial guidance to individuals, families, and businesses, helping them achieve their financial goals and secure their financial futures. They assess clients financial situations, develop personalized financial plans, and recommend appropriate financial products and services.

Key Responsibilities:

• Conduct financial analysis and assessments to understand clients financial situations, goals, and risk tolerance.
• Develop and implement comprehensive financial plans, including investment, tax, retirement, estate, and insurance planning.
• Provide expert advice on financial products and services, such as investments, insurance, and annuities.
• Build and maintain strong relationships with clients, providing ongoing support and guidance.
• Stay up-to-date with industry developments, regulatory changes, and market trends to maintain expertise.
• Collaborate with other financial professionals, such as attorneys, accountants, and bankers, to provide comprehensive financial solutions.
• Prepare and present financial reports, proposals, and recommendations to clients.
• Ensure compliance with regulatory requirements, industry standards, and company policies.

Skills:

• Financial planning and analysis
• Investment and portfolio management
• Risk management and insurance planning
• Tax planning and compliance
• Retirement and estate planning
• Communication and interpersonal skills
• Analytical and problem-solving skills
• Time management and organizational skills

Education:

• Bachelor's degree in finance, accounting, business, or a related field.

What We Offer:

• Competitive commission, incentives and bonus structure
• Retirement savings plan
• Ongoing professional & personal development
• Collaborative and dynamic work environment

How to Apply:

If you are a motivated and experienced financial professional looking for a new challenge, please submit your resume. We look forward to hearing from you!