Financial Advisor

19 hours ago


Davao City, Davao, Philippines AIA Philippines - Ticao Advisors & Managers Life Insurance Services Full time

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional's job duties include:

  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
  • Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment reports
  • Maintaining compliance with all rules and regulations in the financial industry

Qualifications:

  • Bachelor's Degree Graduate
  • At least 1 year work experience in any field
  • Fresh graduates are welcome to apply
  • Strong people skills with an established network
  • Ability to use computer programs like MS PowerPoint, Excel, Outlook, and Word
  • Strong communication skills, trainable and coachable, results-oriented, self-driven, and with a passion for success
  • Has the desire to help Filipino families plan for the future
Seniority Level

Entry level

Employment Type

Part-time

Job Function

Finance and Sales

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