Financial Wealth Planner | Part Time | WFH

4 weeks ago


San Fernando, Philippines One Zenith Full time

Executive Wealth Manager | Helping exceptionally talented individuals unleash their potential and achieve their goals. About the Role: We are seeking passionate and motivated individuals to join our team as Financial Wealth Planners . This is an excellent opportunity for fresh graduates or career shifters who want to build a rewarding profession in financial planning. As a Financial Wealth Planner, you will help clients secure their future by providing personalized financial solutions. With our mentorship, training, and certification support, you can start strong—even with no prior experience. Responsibilities Assist clients in achieving financial goals through planning and advisory. Build lasting professional relationships with clients. Provide recommendations on savings, investments, and protection solutions. Stay updated on financial products, trends, and industry best practices. Attend company training and development sessions. Qualifications Open to Fresh Graduates (no experience required). At least Senior High School Graduate (College graduate preferred). Certifications are an advantage; willingness to be trained and certified is required. Good communication and interpersonal skills. Self‑motivated, adaptable, and eager to learn. Can work part‑time in a remote / work‑from‑home setup . What we offer Flexible hours (ideal for part‑timers and students). 100% Work‑from‑Home setup. Free training, mentorship, and certification support. Clear career growth opportunities. Performance‑based incentives and bonuses. Seniority level Entry level Employment type Part‑time Job function Finance and Sales Industries Insurance #J-18808-Ljbffr



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