Financial Advisor

1 day ago

Calamba, Calabarzon, Philippines Lazurite Gold Life Insurance Agency Full time
Company Description

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Role Description

This is a part-time hybrid role for a Financial Advisor located in Calamba, with some work from home acceptable. The Financial Advisor will be responsible for assisting clients with financial planning, retirement planning, investments, and comprehensive financial advisory services. The role includes meeting with clients to understand their financial goals, creating strategies to achieve those goals, and providing ongoing support and advice as needed.

Qualifications
  • Financial Planning and Finance skills
  • Expertise in Retirement Planning and Investments
  • Experience in providing Financial Advisory services
  • Excellent interpersonal and communication skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and in a hybrid work environment
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications such as CFP, CFA, or similar are a plus

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