Financial Career Advancement Specialist

1 week ago


Taguig, National Capital Region, Philippines FWD - Annapurna Branch Full time

At FWD - Annapurna Branch, we are seeking a highly motivated Wealth Planning Opportunity for an ambitious individual looking to advance their financial career. This role offers the freedom to work independently as a freelance financial advisor, allowing you to manage your time and schedule with flexibility.

Key Responsibilities
  • To provide expert financial planning advice to clients, focusing on wealth creation and preservation strategies.
  • To build and maintain strong relationships with clients, ensuring excellent customer service and satisfaction.
  • To stay up-to-date with market trends and regulatory changes, applying this knowledge to optimize client outcomes.

Requirements: A driven individual with strong communication skills, able to think critically and strategically. Experience in finance or sales is advantageous but not necessary, as we welcome candidates from diverse backgrounds.



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