Financial Coach

Hybrid - Mandaluyong No Exp Required Bachelor Full-time

Job Description

Job Type: Full-time/Part-time

Job Summary:

• We are seeking a knowledgeable, client-focused Financial Advisor to join our team. The ideal candidate will provide expert financial guidance to clients by helping them achieve their short- and long-term financial goals.
• This includes investment planning, retirement strategies, risk management, and estate planning. The Financial Advisor will build strong client relationships and deliver personalized financial advice with the highest level of professionalism and ethical standards.

Key Responsibilities:

• Assess clients' financial goals, current financial situations, and risk tolerance.
• Develop customized financial plans, including investments, savings, insurance, and retirement strategies.
• Advise clients on asset allocation, portfolio management, a...