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
Please email your resume to ************@gmail.com
Email Subject: Financial Consultant"
Requirements
Minimum education level: Bachelor ́s Degree
Language(s): English
Availability for travel: Yes
Availability for change of residence: Yes
People with disabilities: Yes
Other Info
Submit profile
NeksJob Philippines
About the company
NeksJob Philippines jobs
₱ 15,000.00 monthly · Batanes, Cagayan Valley · 14 September (updated)

Join Our Team : Customer Service Representative - CDO Site
Work Avenue and Business Solutions Inc.
Cagayan, MisamisOriental, Cagayan de OroAgreement


Medicare Biller for Home Health and Hospice (Work From Home)
TSG Outsourcing
MetroManila, ManilaAgreement

Part-Time Omnichannel Admin Assistant | Healthcare Account
บริษัท เทเลไดเร็ค เทเลคอมเมิร์ซ (ประเทศไทย) จํากัด
MetroManila, Manila, PasigAgreement


No Teaching Experience Required: WFH English Teacher! Part-time & Full-time & Flexible Sched!
Bridgeculture Inc.
Agreement

Customer Service (For Pooling)
L98 Brokerage & Logistics, Inc.
MetroManila, Manila, ParañaqueAgreement


Renewals Manager - Bilingual (Spanish and English)
TSG Outsourcing
MetroManila, Manila, TaguigAgreement

About the company
NeksJob Philippines jobs
₱ 15,000.00 monthly · Batanes, Cagayan Valley · 14 September (updated)