Client-Focused Financial Planner

Recruitify_HR · makati, metro manila, Philippines

Location
makati
Job Type
Full-time
Posted
June 05, 2026

Job Description

A financial consulting firm in the Philippines is seeking a Financial Consultant to conduct thorough financial analyses, develop personalized plans, and manage client relationships. The ideal candidate holds a Bachelor's degree and has 1-3 years of relevant experience. They should demonstrate strong analytical skills and proficiency in financial software while maintaining a customer-oriented approach to empower clients in their financial decisions. Regular follow-ups and effective communication are essential parts of this role.
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