Financial Planner | Makati  

MedGrocer's digitally-enabled wellness and population health programs, telehealth and medical services, and onsite medical staff work with hundreds of pharma companies and employers to improve the physical and mental health of over one million Filipinos every year.

Here at MedGrocer, you will contribute to innovative healthcare solutions that enhance accessibility and efficiency. Collaborate with a diverse team on impactful projects that improve lives while fostering your personal and professional growth.

The Financial Planner is responsible for delivering customized financial advice and strategies through seminars designed to assist clients in achieving their financial goals.

Key Responsibilities

• Conduct in-depth assessments of clients' financial situations, goals, and risk tolerance to develop tailored financial advice.
• Create engaging financial planning materials and deliver informative webinars and seminars on relevant topics.
• Provide one-on-one financial counseling sessions to address specific client needs and concerns.
• Stay updated on market trends and regulations to ensure the delivery of accurate and compliant financial advice.

Perks and Benefits

• Flexible work schedule
• Hybrid set-up
• Compensation based on fixed number of engagements

• Must be a registered or licensed financial planner;
• Experience in conducting webinars or seminars about Financial Planning;
• Strong analytical skills with proficiency in financial modeling and forecasting;
• Background in Psychology or any related field is a plus