Financial Wealth Planner

4 weeks ago

Taguig, Philippines Lennor Group Full time

Overview

As a Financial Planner , you will be part of a collaborative team that supports financial advisors by preparing tailored financial analyses and plans. Your role will focus on research, data review, and building well-structured financial plans that enhance the advice provided to clients.

Your Responsibilities

  • Client Financial Review: Examine clients’ financial documents to understand their investments, insurance, retirement, taxes, and estate needs.

  • Financial Plan Creation: Support advisors in drafting detailed, customized financial plans.

  • Research & Analysis: Explore investment options, insurance products, retirement strategies, and other planning solutions.

  • Modeling & Software Use: Build projections, cash flow analyses, and scenario comparisons using tools like eMoney or MoneyGuidePro.

  • Regulatory Compliance: Ensure all plans and documents follow industry rules and company standards while keeping organized records.

  • Team Support: Collaborate with paraplanners and advisors to ensure high-quality deliverables and enhance client satisfaction.

What our Client is Looking For

  • Certified Financial Planner (CFP) certification

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field

  • Minimum 2 years of experience in financial planning, paraplanning, or supporting advisory teams

  • Strong knowledge of personal finance, investments, insurance, and tax planning

  • Skilled in financial planning software, Excel, and CRM systems

  • Detail-oriented with excellent analytical and problem-solving skills

  • Strong written and verbal communication skills

  • High ethical standards and commitment to client confidentiality

  • Experience in a Registered Investment Advisor, fee-based advisory firm, or supporting advisory relationships in a financial services firm

  • Familiarity with retirement planning, estate planning, or small business financial planning

Ready to take the next step in your career? Submit your application now

#J-18808-Ljbffr

  • Financial Wealth Planner

    3 days ago

    Taguig, Philippines FWD D11 District Full time

    Overview Financial Wealth Manager, MDRTI help people find their purpose We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver...

  • URGENT HRINIG: Part-Time and Full Time Financial Wealth Planners

    4 weeks ago

    Taguig, Philippines FWD D11 District Full time

    Overview URGENT HRINIG: Part-Time and Full Time Financial Wealth Planners 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from FWD D11 District Company Description We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the...

  • Wealth Advisor

    4 weeks ago

    Taguig, Philippines FWD - Annapurna Branch Full time

    Overview Join Our Team as a Financial Wealth Planner! Are you searching for a career that gives you freedom, unlimited income, and the chance to make a positive impact on people’s lives? Annapurna, a branch of FWD Life Insurance Philippines, is looking for Financial Wealth Planners—and we want YOU to be part of our success story! Why Join Us? Freedom of...

  • Hybrid Insurance Wealth Manager

    4 weeks ago

    Taguig, Philippines Michelle Cabrera Full time

    Overview We are seeking a highly motivated and experienced Wealth Manager for a hybrid role manager position at Annapurna Branch of FWD. The Wealth Manager will be responsible for driving sales growth, recruiting results-oriented agents, managing a team of financial wealth planners, and ensuring the achievement of company targets. Manage and mentor a team of...

  • Financial Wealth Manager

    4 weeks ago

    Taguig, Philippines FWD Insurance - Angelo Jay Noriel Full time

    We are looking for highly motivated individuals to join our team as Financial Wealth Managers . This is a hybrid opportunity that allows you to work from home while making a meaningful impact on people’s financial well-being. As a Financial Wealth Manager, you will train and manage agents , guide clients toward sound financial decisions, and help them...

  • Assistant Wealth Manager

    3 weeks ago

    Taguig, Philippines One Zenith Full time

    Overview Position: Financial Wealth Planner in FWD — Part Time | Work From Home Location: Makati, National Capital Region, Philippines Industry: Insurance Responsibilities Setting of appointments Identify client’s financial goals through online or face-to-face meetings and need-based analysis interviews Provide after-sales service by performing policy...

  • Financial Advisor

    3 weeks ago

    Taguig, Philippines Sun Life Neem Tree NBO Full time

    Overview Sun Life Neem Tree NBO is seeking candidates for a financial services role. This listing includes qualifications, responsibilities, and details on employment type and industry. Responsibilities / Qualifications With or without sales experience, individuals are welcome to apply as long as you are willing and self-driven to learn the job. Preferably...

  • Wealth Management

    1 week ago

    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time ₱2,000,000 - ₱2,500,000 per year

    Job Description Shape the future of tax operations in a fast-paced, global environment. Join our team and make your mark by driving compliance and operational efficiency for Private Banking clients. As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax...

  • Part-Time - Pru Life UK Financial Consultant

    3 days ago

    Taguig, Philippines Financial Advisor Full time

    Overview Prudential plc provides life and health insurance and asset management, with a focus on Asia and Africa. We help people get the most out of life, by making healthcare affordable and accessible and by promoting financial inclusion. We protect people’s wealth, help them grow their assets, and empower them to save for their goals. The business has...

  • Wealth Investment and Asset Management

    2 weeks ago

    Taguig, National Capital Region, Philippines Quess Full time ₱3,000,000 - ₱9,000,000 per year

    As a Director Manager for Wealth Investment and Asset Management, your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:Your future duties and responsibilities:Developing and...