Financial Wealth Planner

Job not on LinkedIn

🕒 July 27

🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 20%

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Logo of eStaffing Inc.

eStaffing Inc.

1001 - 5000 employees

Founded 2020

🎯 Recruiter

🤝 B2B

Recruitment • B2B

eStaffing Inc. is a staffing and recruitment firm that specializes in executive search and IT staffing, offering direct/permanent hire, contract staffing, and corp-to-corp solutions. The company emphasizes honesty, integrity, and customer satisfaction and combines experienced recruiters with technology and a large candidate database to source, screen, and place talent across administrative, creative, digital, finance & accounting, HR, marketing, procurement, scientific/clinical, and technology roles. eStaffing lists offices in Allen, Texas (USA) and Markham, Ontario (Canada) and highlights market expertise in pharmaceutical/medical/clinical technologies.

📋 Description

• Assist clients in developing and implementing wealth management strategies • Analyze financial information and provide recommendations • Monitor investment portfolios • Collaborate with cross-functional teams to identify business opportunities and deliver customer-centric solutions

🎯 Requirements

• Strong knowledge of financial planning and wealth management principles • Excellent analytical and problem-solving skills • Effective communication and interpersonal skills • Fresh graduates are welcome to apply • Experience in the insurance or financial services industry is a plus

🏖️ Benefits

• Maximize online process • Free training and seminar with unlimited source of income • A free Ipad as a token of your hardship

Apply Now

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