A company is looking for a Financial Planner located in Pakistan to provide unbiased financial guidance to employees.
Key Responsibilities
Meet and engage with clients remotely to provide guidance on financial topics
Advise on and adapt financial planning methodologies relevant to Pakistan
Participate in team meetings to enhance the digital experience and lead engagement campaigns
Required Qualifications
CFA, ICAP or equivalent designation, certification, degree or relevant work experience
Fluent in English, both written and spoken
Passion for educating individuals about financial management
Ability to manage multiple tasks and prioritize effectively
Experience in various areas of personal finance including retirement, investments, and budgeting
Financial Advisor • Corona, California, United States