Licensed Financial Wealth Planner
2 weeks ago
One Zenith Makati, National Capital Region, Philippines
Role Description:
This is a part-time hybrid role for a Licensed Financial Wealth Planner at FWD Life Insurance - One Zenith branch. The planner will work with clients to understand their financial goals and provide customized wealth management and financial planning solutions. They will also be responsible for analyzing clients' financial information and developing strategies to achieve their financial goals.
Qualifications:
- At least 2 years in college with minimum 2 years work experience.
- College Graduates of any 4-year course. Fresh graduates are also welcome to apply, no work experience required.
- Ability to work effectively with clients and manage multiple projects simultaneously.
- Part-time availability with potential for increased hours based on business needs.
- Hardworking & a team player.
- Potential Part-Time Income 15K-60K monthly
- High Commissions + Monthly & Quarterly Bonuses
- Permanent Work from Home set-up - Flexible Schedule
- HMO & Group Life Insurance
- Extensive Sales and Financial Management Trainings
- All Expenses Paid Local and International Trips
- Awards and Recognitions
Entry level
Employment typePart-time
Job functionFinance and Sales
IndustriesInsurance
#J-18808-Ljbffr-
Wealth Management Advisor
5 days ago
Makati City, National Capital Region, Philippines beBee Careers Part timeWealth Management AdvisorThis is a part-time hybrid role for a Licensed Financial Wealth Planner at FWD Life Insurance - One Zenith branch. The advisor will work with clients to understand their financial goals and provide customized wealth management and financial planning solutions.
-
Makati City, National Capital Region, Philippines Private Advertiser Full timeAbout the roleWe are looking for a motivated and experienced Financial Wealth Planner to join our thriving team. This part-time role offers the flexibility to work remotely from the comfort of your own home. As a Financial Wealth Planner, you will be responsible for providing tailored financial planning advice to business owners, helping them achieve their...
-
Financial Planner
5 days ago
Quezon City, National Capital Region, Philippines beBee Careers Full timeJob Title: Financial PlannerFinancial planners assist clients in achieving their long-term financial goals, such as retirement planning and wealth management.About the RoleWe are seeking a knowledgeable and client-focused Financial Advisor to analyze financial data, recommend strategies, and provide personalized financial guidance to our clients.Main...
-
Makati City, National Capital Region, Philippines beBee Careers Full timeAbout the Role:We are seeking a skilled Financial Wealth Planner to work remotely as a part-time professional. In this role, you will provide personalized financial planning advice to business owners, helping them achieve their financial goals.Key Responsibilities include:Financial Analysis: Conduct in-depth analyses of each client's unique circumstances and...
-
Career Financial Coach
5 days ago
Makati City, National Capital Region, Philippines beBee Careers Part timeCareer Financial CoachA career in financial coaching can be highly rewarding, offering the opportunity to make a positive impact on people's lives. As a licensed financial wealth planner, you'll help clients set and achieve their financial objectives.
-
Wealth Management Consultant
7 minutes ago
Makati City, National Capital Region, Philippines beBee Careers Full timeSalaryThe salary for this position is competitive and based on experience.Job DescriptionWe are seeking a skilled Financial Wealth Planner to join our team. As a key member of our team, you will be responsible for assessing clients' financial needs and developing personalized wealth management strategies.Required Skills and QualificationsExperience in...
-
Makati City, National Capital Region, Philippines beBee Careers Full timeAbout the Role:We are looking for a detail-oriented and results-driven Financial Wealth Planner to join our team as a remote worker. This role involves providing personalized financial planning advice to business owners, helping them achieve their financial objectives.The Key Responsibilities of this position include:Financial Planning: Develop comprehensive...
-
Personal Financial Planner
5 days ago
Makati City, National Capital Region, Philippines beBee Careers Full timeWealth StrategistAs a Wealth Strategist, you will play a key role in helping clients achieve their financial goals. You will be responsible for providing expert advice on wealth management services, including investment management and retirement planning. With a strong background in finance and a passion for delivering exceptional client service, you will be...
-
Financial Planner Role
4 weeks ago
Makati City, National Capital Region, Philippines FWD Life Philippines Full timeOPEN FOR ALL LOOKING FOR PART-TIME CAREER OPPORTUNITYOur team is currently looking for (Management Trainee) Financial Wealth PlannersWhat are the basic requirements you should have?= At least 2 years in college, any course (with at least 1 year work experience in any field)- Strong internet connection at home- Amenable to take Licensure Exam at Insurance...
-
Financial Planner
5 days ago
Makati City, National Capital Region, Philippines beBee Careers Full timeFinancial Planning Expertise:Develop customized financial plans for clients, including savings, investments, insurance, and retirement planning.Offer advice on risk management and wealth-building strategies.Educate clients about market trends, product offerings, and financial best practices.