Malaysia Licensed Financial Planner
VirtualVocationsBoca Raton, Florida, United Statesjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Financial Planner located in Malaysia to provide holistic financial guidance to employees.
Key Responsibilities
Engage with clients remotely to provide guidance on financial topics such as budgeting and retirement readiness
Adapt the financial planning methodology to address relevant topics in Malaysia
Collaborate with the content team to review and approve educational materials for the digital platform
Required Qualifications
CERTIFIED FINANCIAL PLANNER or equivalent designation, certification, degree, or work experience
Fluent in English, both written and spoken
Passion for educating individuals about financial management
Experience in various areas of personal finance, including retirement and budgeting
Ability to manage multiple tasks and prioritize effectively
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Financial Planner • Boca Raton, Florida, United States
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