Financial Consultant

2 weeks ago


Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree in any course
  • Excellent interpersonal skills
  • Online Meeting and Training availability

Perks

  • Income stability - Monetary incentives, Quarterly bonus
  • Flexible time - Work anytime, anywhere
  • Hybrid set-up - Once in a quarter onsite, 2x a week Online meeting/training
  • Travel incentives - Local and Abroad
  • Career development and leadership training
  • Part-Time and Fresh graduates are welcome

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