Wealth Planner

Assess client needs and develop customized financial plans
Conduct regular financial reviews and recommend adjustments as needed
Help clients set and achieve short-and long-term financial goals
Maintain strong relationships through consistent communication and trust-building

• College graduate or graduating students of any 4-year course
• Wfh set-up with flexible working hours
• Residing/near NCR
• Open for part-time and full-time
• No experience needed