Finance Consultant

Ultimate Financing Company Inc

＄270-359[Mensual]
En el sitio - CebúGraduado/Estudiante frescoBaceleroTiempo completo
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Descripción del trabajo

Descripción

  • Provides expert financial advice to individuals or organizations to help manage their finances effectively.
  • Analyzes financial data, prepares reports, and offers solutions for budgeting, investments, and risk management.
  • Assists clients with tax planning, retirement planning, and wealth management strategies.
  • Helps clients navigate financial regulations and make informed decisions about their financial goals.
  • Monitors clients' financial progress and suggests adjustments to strategies as needed.

Requisito

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • Proven experience in financial consulting, accounting, or a related financial role.
  • Strong understanding of financial markets, tax laws, and investment strategies.
  • Excellent communication, negotiation, and interpersonal skills.
  • Analytical mindset with the ability to assess and interpret complex financial data.
  • Certification or licensure (e.g., CFP, CFA) is often preferred.
  • Strong attention to detail and ability to work with confidential information.
  • Ability to work independently and manage multiple client accounts.
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Sherly Ayson

Cash Receiving Assistant Ultimate Financing Company Inc

Ubicación laboral

Lapu-Lapu City,Cebu,Philippines

Publicado el 18 January 2025

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