Ultimate Financing Company Inc Finance Consultant

Ultimate Financing Company Inc

＄269-359[Monthly]

On-site - CebuFresh Graduate/StudentBachelorFull-time

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.

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.

Bookkeeping