Financial Advisor
3 days ago
On-site - Taguig 1-3 Yrs Exp Bachelor Full-time
Job DescriptionDescriptionCompany Description
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Role Description
This is a full-time on-site role as a Financial Advisor at Top Global Summit Life Insurance Agency located in Mabalacat. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments for clients.
- Financial Planning and Finance skills
- Retirement Planning skills
- Investments and Financial Advisory skills
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Knowledge of financial markets and products
- Certification in financial planning or related field is a plus
- Bachelor's degree in Finance, Business, Economics, or related field
Please refer to job description.
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