Part-time Financial Advisor

2 weeks ago


Makati, Philippines Pru Life U.K - Team Vin Full time

Overview The financial advisor position is a part-time, work-from-home career opportunity that will allow the candidate to help his/her clients with financial planning and investments, including: Responsibilities Meeting with clients Financial advisors meet with clients to understand their needs and financial goals, and to obtain financial statements. Developing financial plans Financial advisors use financial statements and legislation to create financial plans to help clients reduce debt or maximize profitability. Planning for short- and long-term goals Financial advisors help clients plan for short- and long-term goals, such as saving for retirement or budgeting for education. Qualifications Graduate of any 4-year course Fresh graduates are welcome to apply 21-50 years old (46-50 with managerial position) Willing to be trained and coached Must be residing and working in the Greater Manila Area or nearby provinces Willing to attend online meetings and trainings #J-18808-Ljbffr



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