Professional Financial Services Specialist

1 day ago

Manila, National Capital Region, Philippines beBeeFinancialAdvisor Full time ₱400,000 - ₱800,000
Job Description

We are seeking a skilled Financial Advisor to provide expert financial planning and investment advice to clients. The ideal candidate will have excellent interpersonal and communication skills, be able to work independently and collaboratively, and stay updated on financial products and market trends.

The Financial Advisor will be responsible for meeting with clients to assess their financial needs, developing strategies to meet their goals, and providing ongoing support and guidance.

This is an entry-level role that offers unlimited learning opportunities, including ongoing training, certifications, and mentorship. The successful candidate will be part of a dynamic team that values collaboration and professional growth.

Responsibilities
  • Provide financial planning and investment advice to clients
  • Assist clients with retirement planning and goal setting
  • Meet with clients to assess financial needs and develop strategies
  • Stay updated with financial products and market trends to offer informed advisory services
Requirements

To be considered for this role, you should have a willingness to learn in financial planning, retirement planning, and investments, as well as exceptional interpersonal and communication skills. A four-year college degree, preferably in finance, economics, business, or a related field, is an advantage but not required.

Benefits
  • Company Incentive Travel – Local and international trips for top performers
  • Insurance Coverage – Personal protection through life and accident plans
  • Weekly Earnings Based on Commission – Receive weekly income as you grow your client base, with payouts tied directly to your performance and sales results
  • Compensation Opportunities – Pure commission or commission with allowance, based on performance and role
  • Unlimited Learning Enrichment – Ongoing training, certifications, and mentorship
  • Monthly Branch Incentives – Performance-based rewards and recognition

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