Financial Advisor

3 weeks ago

Manila, National Capital Region, Philippines BrightAdvisors Full time

BrightAdvisors is a Portfolio Management company specializing in insurance and investment services. We provide private management of clients' insurance and investment portfolios, ensuring a seamless experience through a single advisor for all of their needs. From acquisition to fulfillment, we recommend only the best brands in the industry, making BrightAdvisors a one-stop shop for comprehensive financial solutions.

Overview

This hybrid role is located in Manila and nearby City, with some work-from-home acceptable, for a Financial Advisor - FWD LIFE. The Financial Advisor will be responsible for day-to-day tasks involving financial planning, providing financial advisory services, retirement planning, and investment management. They will work closely with clients to understand their financial goals and recommend appropriate insurance and investment products.

Responsibilities
  • Day-to-day tasks involving financial planning, providing financial advisory services, retirement planning, and investment management.
  • Work closely with clients to understand their financial goals and recommend appropriate insurance and investment products.
Qualifications
  • Skills in Financial Planning and Financial Advisory
  • Experience in Finance and Investments
  • Knowledge in Retirement Planning
  • Strong client relationship management
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

MDRT's and existing licensed Financial Advisors are welcome to join.

Seniority level
  • Entry level
Employment type
  • Other
Job function
  • Finance and Sales
Industries
  • Insurance
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