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Financial Planning & Client Advisory Specialist

📍 Location
makati
⏰ Job Type
Full-time
📅 Posted
June 05, 2026

About the Role

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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