
Part-time Financial Advisor
4 weeks ago
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.
- 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
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