Financial Planner  

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  • Company Prime Summit Life Insurance Agency - Prulife UK - View more jobs
  • Salary40000
  • LocationMandaluyong, National Capital Region
  • Job TypePart-Time
Description

A Financial Planner helps individuals and families manage their finances by creating personalized strategies for saving, investing, budgeting, and protecting assets.
They assess clients’ current financial situations, set realistic goals, and recommend suitable financial products such as insurance policies, retirement plans, or investment options.
Financial Planners also provide guidance during major life events like marriage, buying a home, or retirement and adjust plans accordingly.
They stay up-to-date with market trends and financial regulations to ensure clients receive accurate, compliant...

19 days ago from: jobslin.com

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