Financial Planning & Client Advisory Specialist

Crowdsource Solutions, Inc. · makati, metro manila, Philippines

Location
makati
Job Type
Full-time
Posted
June 04, 2026

Job Description

Crowdsource Solutions, Inc. in Makati is looking for a financial advisor to assist clients with investment options and risk management strategies. The ideal candidate will evaluate financial statements, provide guidance on loan applications, and develop strong client relationships.

Applicants should have a Bachelor’s degree in Finance, Accounting, or Economics, and strong analytical and communication skills are essential. Prior experience in financial services is preferred.

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