Create Personalized Financial Futures

1 day ago


Lipa City, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱4,500,000 - ₱7,500,000
Financial Planning Specialist

We are seeking a goal-driven Financial Advisor to join our team at The Advisor Hub. As a key member of our team, you will work with clients to develop personalized financial plans and provide expert guidance on investment strategies.

Main Responsibilities:
  • Conduct consultations with clients to understand their financial goals and objectives
  • Develop and implement tailored financial plans to help clients achieve their goals
  • Evaluate and recommend insurance products that align with client needs
  • Perform policy reviews to reassess client financial situations and adjust strategies accordingly
Required Skills:
  • Ability to learn and stay up-to-date with industry developments
  • Goal-oriented mindset and strong work ethic
  • Organized and process-oriented approach to work
  • Reliable means of remote work

This is an entry-level position with opportunities for growth and development in the finance and sales industry.



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