- 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 ******@neksjob.com
Email Subject: Financial Consultant"
Requirements
Minimum education level: Vocational
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)

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

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


Sales Representative / Executive (WFH) | Earn ₱20K-₱30K + Commission | Apply Now!
Informa Inc.
₱20,000 - 30,000 per month

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



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


Backoffice Support (Non-Voice) for Davao Site | 30K Salary Package + 10K Signing Bonus!
Select VoiceCom
Davao₱30,000 per month
About the company
NeksJob Philippines jobs
₱ 15,000.00 monthly · Batanes, Cagayan Valley · 14 September (updated)