Calling for Engineers! WFH Financial Planning Role - San Jose del Monte
Private Advertiser San Jose del Monte Part-time
About the Role
This role suits engineers looking for meaningful side work. Learn how to build wealth strategies and apply them to clients’ financial blueprints.
Responsibilities- Assess client financial needs
- Build personalized financial plans
- Participate in online workshops and sales sessions
- Track and manage your growing client base
- Bachelor’s degree in Engineering or any course
- Detail-oriented with great follow-through
- Excellent virtual communication
Apply now and start building futures.
hammerjackMakati, 29 km from San Jose del Monte
with innovative technology, alongside talented professionals who share your passion for excellence? Look no further - hammerjack has the perfect opportunity for you!
Role: Business Analyst - Financial Planning & Analysis
Location: Hybrid
About Us: At hammerjack...
Reed Elsevier Shared Services Philippines IncQuezon City, 18 km from San Jose del Monte
years of experience in financial reporting, planning, and analysis, including providing commentaries.
• Analytical Skills: Strong analytical and MS Excel modeling capabilities to provide deep insights and resolve finance inquiries independently...
Private AdvertiserBulakan, 18 km from San Jose del Monte
About the Role
Human resource professionals are trained communicators and great at relationship-building—exactly what we need in financial planning.
Duties
• Identify client financial needs
• Recommend protection and investment plans
• Submit...