Financial Wealth Planner

2 weeks ago


Manila, National Capital Region, Philippines Santaisabel Full time
  • Candidate must possess at least a Bachelor's/College Degree on any course.
  • Fresh Grad / Entry Level specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent.
Responsibilities
  • Follow-up with clients about their financial goals.
  • Widen clients' knowledge and answer questions about investment options and potential risks.
  • Discuss investments to clients or select investments on their behalf.
Additional Requirements

Join our dynamic team as a Planner. We'll help you step by step.

  • Attend our Business Opportunity Program.
  • Do the online review for licensure exam.
  • Pass the licensure exam required by the Insurance Commission.
  • Complete our Connect Training Program.
  • Send in your full license application documents.
Additional Info
  • Location: Manila, National Capital Region (NCR).
  • Full Time, Part Time position(s) are available.
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