Financial Planner

2 weeks ago

Lipa, Philippines Pru Life UK - Team Rhod Full time

Overview Assess clients' financial needs, goals, and risk tolerance. Develop customized financial plans, including investments, insurance, and retirement strategies. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies. Monitor and update clients' financial plans based on market trends and life changes. Educate clients on financial concepts and risk management Maintain long-term relationships with clients and provide ongoing support. Qualifications Graduate of at least any 4-year course With internet connection Preferably with laptop or tablet device Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting) No experience required #J-18808-Ljbffr

  • Financial Advisor

    3 weeks ago

    Lipa, Philippines Aetos Financial - Prosperity Unit Full time

    Build a Career That Changes Lives — Starting with Yours! Our Advocacy At the Prosperity Unit, we believe financial planning is not just about selling insurance — it’s a mission to build financial security and lasting wealth for Filipino families. We are passionate about empowering individuals to make confident money decisions, protect what matters...