Investment and Retirement Advisor

4 days ago


Bacolod City, Western Visayas, Philippines FWD Life Insurance Philippines Full time

FWD Life Insurance Philippines is committed to providing exceptional service to our clients. As a Financial Wealth Planner, you will play a key role in delivering this promise by working closely with clients to understand their financial objectives and provide them with tailored investment and financial planning strategies.

Responsibilities:
  • Conduct thorough financial assessments to identify areas of improvement and develop customized plans to meet client goals.
  • Develop and implement effective investment strategies to help clients secure their financial futures.
  • Provide expert advice on retirement planning, estate planning, and wealth management to ensure clients' long-term success.
  • Regularly monitor and review clients' investment portfolios to optimize returns and minimize risk.

The ideal candidate will have a strong understanding of financial planning concepts and be able to communicate complex ideas effectively. We offer a competitive compensation package and opportunities for professional growth and development.


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