Financial Advisor

3 weeks ago

Mandaluyong, Philippines Gaces Insurance Services Full time

This is a flexible, part-time opportunity (2–3 hours per day) where you will play a key role in providing comprehensive financial planning services to our growing client base.

Responsibilities
  • Conduct detailed financial assessments to understand clients' unique goals and circumstances
  • Develop tailored financial plans covering investments, insurance, retirement, and other key areas
  • Present financial recommendations to clients in a clear and compelling manner
  • Build long-term, trusted relationships with clients by providing ongoing support and advice
  • Stay up-to-date with the latest financial products, regulations, and industry trends
Benefits
  • Flexible work arrangements to help you balance work and life priorities
  • Comprehensive training and development programs to enhance your financial planning expertise
  • Opportunities to collaborate with a talented, multidisciplinary team of professionals
  • A positive, client-centric culture that values innovation, integrity, and work-life balance

Apply now to join our team as a Part-Time Financial Advisor and take the first step towards a rewarding career in financial planning.

Educational Background
  • Bachelor’s degree
Personal Attributes
  • Excellentcommunication and interpersonal skills.
  • Self-motivated with a strong drive to achieve goals.
  • Ability toeducate and guide clients in making sound financial decisions.
  • Professional appearance and demeanor.
Other Requirements
  • Willingness to attendtrainings, seminars, and networking events .
  • Ability towork flexible hours and travel for client meetings.
  • Familiarity withregulatory compliance and industry best practices.
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