The Financial Wealth Planner will be responsible for assisting clients in creating personalized financial plans, offering advice on investments, savings, retirement, and insurance options. This role involves building long-term relationships with clients, understanding their financial goals, and helping them achieve those goals through tailored financial strategies. The Financial Wealth Planner will also educate clients on financial planning and offer continuous support to help them stay on track.

• College graduate or undergraduate with at least 2 years of work experience in a related field.
• Strong understanding of financial planning principles.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong client relationships.
• A results-driven mindset with attention to detail.