Part Time Financial Advisor

4 weeks ago


Makati, Philippines Pru Life UK Full time

A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients’ financial needs and help them make informed decisions to achieve their long-term financial goals.

Key Responsibilities:
Meet with clients to assess their financial needs, goals, and risk tolerance.
Develop customized financial plans that align with client objectives.
Provide advice on investments, estate planning, retirement planning, tax strategies, and insurance.
Monitor client accounts and investment portfolios to ensure performance and suitability.
Stay informed about market trends, financial regulations, and economic conditions.
Build and maintain strong relationships with clients through regular communication.
Educate clients on available financial products and services.
Ensure compliance with all financial laws and regulations.



  • Makati City, National Capital Region, Philippines Wolf Summit Life insurance Agency Full time ₱480,000 - ₱600,000 per year

    This is a part-time hybrid role for a Financial Advisor at Wolf Summit Life Insurance Agency. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and guiding clients on investments. This role offers flexibility for some remote work.Job Type: Part-timePay: Php30, Php50,000.00 per...


  • Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Full time ₱800,000 - ₱1,200,000 per year

    We're seeking motivated, client-focused professionals to join our growing team of Financial Advisors. In this role, you'll help individuals, families, and business owners develop personalized financial strategies to protect and grow their wealth.As a Financial Advisor, you'll receive comprehensive training, ongoing mentorship, and access to top industry...

  • Financial Advisor

    2 weeks ago


    Makati, Philippines Imperium Blaze Life Insurance Agency Inc. Full time

    Imperium Blaze Life Insurance Agency Inc. Hybrid - Makati No Exp Required Bachelor Part-time Job Description Employee Recognition and Rewards Commission, Performance Bonus, Incentives Insurance Health & Wellness HMO Professional Development Read More Provide financial planning and investment advice to clients based on their individual needs. Assist clients...


  • Makati, Philippines Wolf Summit Life Insurance Agency Full time

    Actively hiring Part-timers | Assistant Unit Manager | Recruiter | HRIM - Major in Tourism Graduate | Financial Planner Direct message the job poster from Wolf Summit Life Insurance Agency Open for: Full-time Part-time SAME-DAY HIRING Explore an opportunity in the insurance industry! Qualifications Bachelor's degree holder of any 4-year course No experience...


  • Makati, Philippines Pru Life UK Full time

    A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients’ financial needs and help them make informed decisions to achieve their long-term financial goals. Key Responsibilities: Meet with clients to assess their financial needs, goals, and risk...

  • Financial Advisor

    2 weeks ago


    Makati, Philippines Pru Life UK Full time

    Financial Advisor Location: Makati, National Capital Region, Philippines Company: Pru Life UK Employment Type: Full-Time / Part-Time / Commission-Based Responsibilities Build and maintain long-term relationships with clients Assess clients’ financial needs, goals, and risk tolerance Recommend suitable insurance and investment products Create personalized...


  • Makati, Philippines Imperium Blaze Life Insurance Agency Inc. Full time

    Imperium Blaze Life Insurance Agency Inc. Hybrid - Makati No Exp Required Bachelor Part-time Job Description Employee Recognition and Rewards Commission, Performance Bonus, Incentives Professional Development Work-Life Balance Flexible Hours, Work from Home We are looking for motivated and driven individuals to join our growing team as Digital Financial...

  • Financial Advisor

    4 weeks ago


    Makati, Philippines Pru Life UK Full time

    Location: Pru Life UK Makati, National Capital Region, Philippines. Eligible applicants: NCR and nearby provinces. Be part of a dynamic and successful sales team as a licensed financial literacy ambassador. We are seeking Financial Advisors with passion for driving sales and a natural talent for meeting and exceeding quotas. Benefits Work‑life balance with...

  • Financial Advisor

    3 weeks ago


    Makati, Philippines PRU LIFE UK - Trillion Dragon Unit Full time

    Overview Financial Advisor - PRU LIFE UK. Join Pru Life UK as a Financial Advisor and help Filipino people achieve their financial goals through financial advice and planning. As a key member of our team, you will provide tailored solutions, sell financial products, and build lasting relationship with your clients. Responsibilities Provide tailored financial...

  • financial advisor

    2 weeks ago


    Makati City, National Capital Region, Philippines Legacy Summit Life Insurance Agency Full time ₱360,000 - ₱1,200,000 per year

    Job Title: Financial AdvisorREMOTE WORK OPPORTUNITIES | OPEN TO NCR RESIDENTSJoin PRU LIFE U.K. as a licensed financial literacy ambassador and become part of a dynamic, successful sales team that's passionate about empowering Filipino families through financial education.What's In It For You• Unlimited earning potential with high-income opportunities and...