Financial Planner

1 month ago


Manila, National Capital Region, Philippines FWD Life insurance company Full time
Financial Wealth Planner Role

At FWD Life insurance company, we are seeking a skilled Financial Wealth Planner to join our team. This role is responsible for assisting clients in creating personalized financial plans, offering advice on investments, savings, and insurance options.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investment strategies, savings, and retirement planning
  • Assess clients' financial situations and identify areas for improvement
  • Collaborate with clients to set and achieve financial goals
Requirements:
  • Strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial data and provide clear recommendations
  • Experience in the financial services industry, preferably in a planning or advisory role

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