Financial Planner

Job Postings Overview

Multiple financial planning and sales roles are listed below from various employers. Each posting includes role descriptions, qualifications, responsibilities, and application details. This refined description preserves the original content language while presenting it in clean HTML with proper headings and lists.

Posting 1: Financial Planner – Makati (Hybrid)

Company : AIA Philippines

Role : Financial Planner (full-time hybrid; Makati with some work-from-home flexibility)

Role Description : Provide personalized financial planning services, including healthcare funding and retirement planning, to clients.

Qualifications :

• Financial Planning, Personal Financial Planning, and Certified Financial Planner skills
• Finance and Retirement Planning expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Ability to work independently and collaboratively
• Experience in the insurance or financial services industry is a plus
• Bachelor's degree in Finance, Business, Economics, or related field

Posting 2: Financial Planner – Lennor Metier / Philippines (Hybrid)

Company : Lennor Metier (Recruiting on behalf of multinational financial services company)

Job Overview : Part of a collaborative team supporting financial advisors by preparing tailored financial analyses and plans; focus on research, data review, and building well-structured financial plans.

Responsibilities :

• Client Financial Review: examine clients' financial documents
• Financial Plan Creation: draft detailed, customized financial plans
• Research & Analysis: explore investment options, insurance, retirement strategies
• Modeling & Software Use: build projections and analyses using tools like eMoney or MoneyGuidePro
• Regulatory Compliance: follow industry rules and maintain records
• Team Support: collaborate with paraplanners and advisors

What Our Client is Looking For :

• Bachelor's degree in Finance, Accounting, Economics, or related field
• Minimum 2 years in financial planning or paraplanning
• Strong knowledge of personal finance, investments, insurance, and tax planning
• Experience with financial planning software, Excel, and CRM systems
• Ethical standards and client confidentiality

Posting 3: Remote Digital Financial Planner

Role : Digital Financial Planner (remote); design financial roadmaps using life insurance and investment solutions

What You'll Do :

• Meet with clients virtually to evaluate needs
• Advise on protection, savings, and investments
• Support long-term wealth planning
• Manage own schedule

Requirements :

• Bachelor's degree (any field)
• Strong verbal and written communication
• Laptop and reliable internet

What We Offer :

• Training, mentorship, performance-based income
• Culture and team support

Posting 4: Virtual Financial Planner – Lennor Metier / Philippines

Role : Virtual Financial Planner (remote)

Responsibilities :

• Provide expert financial advice to help clients achieve goals
• Educate clients about financial planning and company products
• Needs-based analyses and ongoing client support

Qualifications :

• Graduate of any four-year course or higher
• Strong interpersonal and communication skills
• Willing to learn and undergo training
• Stable internet connection; own a personal laptop

Perks :

• Bonuses, HMO, group life insurance, savings plans
• Training, leadership development, recognition programs

Posting 5: Financial Planner – BPI-MS Insurance Corporation (Makati)

Role : Full-time Financial Planner (Makati City, NCR); hybrid

Job Summary : Location-based posting with schedule expectations; more than 4 years of relevant experience preferred; salary range open

Posting 6: Part-time / Remote – FWD Life Philippines

Role : Financial Wealth Planner (remote, part-time or full-time possible)

What You'll Do :

• Set appointments and build client relationships
• Educate about life and health insurance; develop financial plans
• Conduct wellness sessions, close sales, support policy applications

What’s in It for You :

• Flexible schedule, weekly earnings, bonuses
• Training and mentorship; travel incentives; health and life insurance

Posting 7: AIA Philippines – Sales Representative (Makati)

Role : Sales Representative for AIA and Medicard (hybrid/part-time)

Responsibilities :

• Generate leads, nurture client relationships, expand client network
• Guide clients in selecting tailored financial plans
• Maintain communication and stay informed on products

Qualifications :

• Friendly, strong communication; coachable
• In-person or phone experience; fresh grads welcome

Application and Notes

Interested candidates should apply with their details per posting requirements. Some postings indicate patience during high application volume and following company updates on LinkedIn.

Disclaimer

All postings are from Lennor Metier / related partner companies; salaries range and work setups vary by role. This description preserves the original information and is presented in a consistent, accessible HTML format.

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