Found Description
Job Title: Financial Coach
Location: Unit 173, 17th Floor Columbia Tower Brgy. Wack-wack, Ortigas Ave. Mandaluyong City
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 clie...