Part-time Financial Advisor

6 days 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
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