Financial Advisor

3 weeks ago

Metro Manila Philippines Aurora Paradigm Financial Advisors Full time

Aurora Paradigm Financial Advisors is dedicated to empowering leaders and protecting the dreams and futures of Filipino families. With a vision to build leaders who create a lasting impact, the company helps families establish strong financial foundations and legacies for future generations. Guided by core values of Humility, Openness, Perspective, Integrity, Excellence, and Commitment, Aurora Paradigm embodies growth and leadership by example. The agency is committed to serving as a trusted partner in the financial well‑being of Filipino families. Role Description This is a full‑time hybrid role for a Financial Advisor, based in Metro Manila with flexibility for remote work. The Financial Advisor will assist clients in financial goal setting, create tailored financial plans, and provide guidance on retirement planning, investments, and wealth‑building strategies. Additionally, the role includes analyzing financial information, advising on best practices, and nurturing long‑term client relationships to ensure financial success. Qualifications Strong sales and client relationship skills At least college level education; a bachelor’s degree in Finance, Business, Economics, Accounting, or any related field is an advantage Experience in financial advisory, banking, sales, or customer relations is preferred Proficiency in Microsoft Office (Word, Excel, PowerPoint) and digital communication tools (e.g., Zoom, Google Workspace, Canva, CRM systems) Growth mindset and openness to continuous learning through training and coaching Excellent communication and interpersonal skills for building lasting client relationships Passion for helping clients achieve financial security and long‑term goals Seniority Level: Entry level Employment Type: Full-time Job Function: Finance and Sales Industry: Insurance Location: Taguig, National Capital Region, Philippines #J-18808-Ljbffr

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