Financial Planner | Makati  

MedGrocer's digitally-enabled "medicine-as-a-service" platforms are used by hundreds of employers and pharma companies. Our end-to-end medicine/vaccine programs, telehealth services, and onsite medical staff serve a million Filipinos every year. MedGrocer is one of the more established Filipino Health Tech startups.

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

Why MedGrocer?

• Progress: To work with autonomy on engaging and stimulating projects that involve the mental and emotional well-being of our clients. You will have ownership over your tasks and have the chance to interact with other mental health professionals
• Purpose: To design and implement an impact in the digitally enabled platform to provide holistic mental health care in order to enhance the lives of millions of Filipinos
• People: To both work and have fun with a group of dynamic and passionate individuals from diverse backgrounds, from whom you will create bonds with and have the chance to learn from

• 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