Financial Planning Advisor

4 weeks ago


Manila, National Capital Region, Philippines FWD Life insurance company Full time

At FWD Life Insurance Company, we are seeking a skilled Financial Wealth Planner to join our team.

About the Role

We are looking for an experienced professional to assist clients in creating personalized financial plans, providing advice on investments, savings, retirement, and insurance options. The successful candidate will have a strong understanding of financial planning principles and be able to communicate complex information in a clear and concise manner.

Key Responsibilities
  • Assist clients in creating personalized financial plans
  • Provide advice on investments, savings, retirement, and insurance options
Requirements
  • Bachelor's degree in a related field (e.g., finance, economics)
  • Proven experience in financial planning or a related field
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
Salary and Benefits

The estimated salary for this position is $80,000 - $110,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits including health insurance, retirement plan, and paid time off.

If you are a motivated and experienced financial planner looking for a new challenge, please apply now.



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