Financial Advisor
View Job- Company Orion Summit Life Insurance Agency Inc. - Team Justine - View more jobs
- LocationMakati, Philippines
A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and insurance options, and develop customized financial plans.
Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
Financial Planning: Develop tailored financial strategies, including budgeting, savings, investments, and insurance. […]
Risk Management: Educate clients on risk management, including life insurance, health insurance...
More than 30 days ago from: bossjob.ph
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