Financial Advisor

4 weeks ago


Taguig, Philippines Team Josh - Prudent Financial Consultants Full time

1 day ago Be among the first 25 applicants

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should 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 in cultivating client relationships
  • Prepare financial plans and verify their accuracy

Qualifications:

  • College graduate of any 4-year course
  • At least 3 years of management experience
  • At least 2 years of college education
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Insurance

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