Filled Positions

As a Certified Financial Planner, you will be responsible for providing comprehensive financial planning services to our clients. Your expertise in financial analysis, investment management, and retirement planning will help individuals and families achieve their financial goals and secure their financial future. 

What you'll be doing 

• Conducting thorough financial assessments to understand clients' financial situations, goals, and risk tolerance 
• Developing personalized financial plans, including investment strategies, retirement planning, tax optimization, and estate planning 
• Providing recommendations on asset allocation, investment products, insurance coverage, and other financial instruments 
• Monitoring clients' portfolios and making adjustments based on market conditions and changing financial goals 
• Educating clients on financial matters, investment strategies, and risk management 
• Collaborating with legal and tax professionals to ensure comprehensive financial planning 
• Assisting clients in setting and achieving financial milestones, such as saving for education or buying a home 
• Reviewing and updating financial plans regularly to reflect changes in clients' circumstances or financial objectives 
• Staying up-to-date with industry trends, financial regulations, and investment products 

Requirements 

• Bachelor's degree in finance, economics, or a related field 
• C1/C2 English Level proficiency (both written and spoken English)  
• Proven experience as a financial planner or advisor 
• In-depth knowledge of investment principles, tax regulations, retirement planning, and estate planning 
• Proficiency in financial planning software and tools 
• Excellent analytical and problem-solving skills 
• Strong interpersonal and communication abilities 
• Ability to build and maintain client relationships 
• Ethical and professional conduct in line with industry standards 
• Certified Financial Planner (CFP) designation 

Preferred candidates will have a Master's degree in finance or a related field, along with a track record of successful financial planning for high-net-worth clients. Additional certifications such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) would be advantageous. Strong business development skills and experience in providing comprehensive financial planning services across various life stages are highly valued. 

We offer a full-time, US-hours remote job, 40-hour workweek Mon-Fri, with excellent prospects for long-term growth for an ambitious experienced Certified Financial Planner. We can offer HMO and other benefits to Philippine candidates.