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Part-time Financial Planner

2 weeks ago

Makati City, National Capital Region, Philippines One Zenith Part time
Financial Planning Role at One Zenith Makati

We are seeking an experienced Licensed Financial Wealth Planner to join our team as a part-time financial planner at One Zenith Makati. This role offers the opportunity to work with clients, understand their financial goals, and provide customized wealth management solutions.

As a financial advisor, you will be responsible for analyzing clients' financial information, developing strategies to achieve their financial objectives, and working effectively with clients to manage multiple projects simultaneously. You will also be required to meet with clients, discuss their financial goals, and provide guidance on how to achieve them.

Key Responsibilities:

  • Analyzing clients' financial information and developing personalized financial plans
  • Working closely with clients to understand their financial goals and preferences
  • Managing multiple projects simultaneously and meeting deadlines
  • Providing exceptional customer service and building strong relationships with clients

Requirements:

  • At least 2 years of work experience in finance or a related field
  • College degree or higher in a relevant field (e.g., finance, accounting)
  • Ability to work effectively with clients and manage multiple projects simultaneously
  • Strong analytical and problem-solving skills

Perks:

  • Potential Part-Time Income: 15K-60K monthly
  • High Commissions + Monthly & Quarterly Bonuses
  • Permanent Work from Home set-up - Flexible Schedule
  • HMO & Group Life Insurance
  • Extensive Sales and Financial Management Trainings
  • All Expenses Paid Local and International Trips
  • Awards and Recognitions
Seniority Level

Entry level

Employment Type

Part-time

Job Function

Finance and Sales

Industries

Insurance