Financial Advisor

1 day ago

Makati, Metro Manila, Philippines FWD Insurance One Obsidian Branch Full-time ₱279,000 - ₱390,600 Contract

Hybrid - Makati No Exp Required Bachelor Part-time

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Professional Development

  • Provide expert financial advice to clients on investments, protection, and retirement planning.
  • Analyze clients' financial situations to develop customized plans.
  • Monitor market trends and economic conditions to inform strategies.
  • Prepare and present financial reports and recommendations.
  • Build and maintain client relationships to ensure continued business.
  • Stay updated on financial regulations and compliance standards.
  • Educational Qualifications: Bachelor's degree.
  • Experience Level: No prior experience required; entry-level candidates welcome.
  • Skills and Competencies: Strong analytical skills, attention to detail, and proficiency in financial software.
  • Responsibilities and Duties: Assist clients with financial planning, budgeting, and investment strategies.
  • Working Conditions: Office environment with potential remote work opportunities.
  • Qualities and Traits: Excellent communication skills, problem-solving abilities, and a proactive attitude.

If the position requires you to work overseas, please be vigilant and beware of fraud.

  • withholds your ID,
  • requires you to provide a guarantee or collects property,