Part-timer Financial Wealth Planner

About the Role:We are seeking passionate and motivated individuals to join our team asFinancial Wealth Planners. This is an excellent opportunity forfresh graduatesor career shifters who want to build a rewarding profession in financial planning.As a Financial Wealth Planner, you will help clients secure their future by providing personalized financial...

As a Wealth Planner, yo u will play a key role in helping clients secure their financial future. You'll offer personalized financial advice, protection plans, and investment strategies tailored to each client's goals ad life stage. This role is ideal for motivated individuals who are passionate about helping others, driven to succeed, and want to build a...

Qualifications:Second Year College Level with 2 years experienced any kind of workCollege GraduateHardworking and Team PlayerNo experience needed (trainings will be provided)Job Description:Setting of appointmentsIdentify client's financial goals through online or face-to-face meetings and needs-based interviewsProvide after sales service by performing...

We are looking for an experienced and detail-orientedParaplannerwith strongXplan expertiseto join our financial planning support team. This role offers the opportunity to work closely with advisers, providing high-quality technical and administrative support that ensures accurate, compliant, and client-focused advice is delivered every time.What Youll Be...

Qualifications: College Graduates (4yrs) even without working experience Hardworking & Team Player Willing to be trained College Level with 2 yr working experienceJob Description: Setting of appointments Identify client's financial goals through online or face-to-face meetings and need-based analysis interviews Provide after sales service by performing...

Strengthening Wealth Management Through Accurate Advisory SupportStrong financial outcomes begin with clear strategies and accurate data. Here, you contribute directly to that process-supporting planners as they design customized pathways for wealth creation, retirement planning, and long-term financial stability. With a focus on compliance, research, and...

WHAT WE'RE LOOKING FOR:Educational Background - Bachelor's degree in any field.Location - Must be based in LuzonExperience - We welcome fresh graduates; prior financial experience is a bonus but not a must.Non-MLM Affiliation - Applicants should not be connected with multi-level marketing companies.YOUR ROLE AS FINANCIAL ADVISOR:Provide expert financial...

Assess client needs and develop customized financial plans Conduct regular financial reviews and recommend adjustments as needed Help clients set and achieve short-and long-term financial goals Maintain strong relationships through consistent communication and trust-building

Talent Acquisition Partner at Security Bank The Position The Wealth Manager is the leader in building and growing the portfolio of high net‑worth clients and nurturing long‑term client relationships through wealth management advisory. As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank’s promise of giving...

We're seeking motivated, client-focused professionals to join our growing team of Financial Advisors. In this role, you'll help individuals, families, and business owners develop personalized financial strategies to protect and grow their wealth.As a Financial Advisor, you'll receive comprehensive training, ongoing mentorship, and access to top industry...