Financial Planning & Client Advisory Specialist

makati, metro manila, Philippines • Posted June 05, 2026

Job Type: Full-time
Location: makati, metro manila
Posted: June 05, 2026
Category: Finance
Application Deadline: July 15, 2026

Role 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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