• A Financial Consultant provides expert financial guidance and solutions to clients, helping them make informed decisions to reach their financial goals. This involves analyzing financial data, assessing risk tolerance, developing comprehensive financial plans, and recommending suitable investment, insurance, and tax strategies. The ideal candidate possesses a strong understanding of financial markets, excellent analytical skills, and a commitment to building long-term client relationships.

Client Relationship Management:

• Build and maintain strong, trust-based relationships with clients through regular communication and personalized service.
• Conduct in-depth financial needs assessments to understand clients' current financial situations, goals, and risk tolerance.
• Educate clients on various financial products, services, and strategies in a clear and understandable manner.
• Serve as a primary point of contact for client inquiries and concerns.

Financial Planning and Strategy:

• Develop comprehensive and individualized financial plans covering areas such as budgeting, saving, debt management, investment, retirement planning, education funding, and estate planning.
• Analyze financial statements, investment portfolios, and other financial data to identify opportunities and risks.
• Recommend appropriate investment strategies, asset allocation, and diversification based on client objectives and market conditions.
• Advise on tax planning strategies to optimize clients' financial positions.
• Provide guidance on risk management, including insurance needs (life, health, disability, property).

Investment Management:

• Research and monitor financial markets, economic trends, and new financial products.
• Present investment opportunities and explain potential advantages and risks.
• Assist clients with executing investment decisions, which may include buying and selling financial products.
• Continuously monitor client portfolios and recommend adjustments as needed due to market changes or life events.

1. Graduate of any 4-year course (Non-negotiable)
2. Residing within Metro Manila and nearby provinces
3. With own ipad/tablet/laptop/mac book/pc or smart phone
4. With stable internet connection
5. Willing to take licensure exam
6. Willing to be trained