Part-Time and Full Time Financial Wealth Planners

16 hours ago

Taguig, National Capital Region, Philippines beBeeWealth Full time ₱500,000 - ₱1,000,000
Financial Planner Role

This is an exciting opportunity to join our financial team as a part-time or full-time Financial Wealth Planner.

As a Financial Wealth Planner, you will be responsible for providing clients with tailored financial advice and guidance on managing their wealth.

  • Meet with clients to understand their financial goals and develop personalized financial plans.
  • Research and recommend financial products that meet clients' needs, such as investments, savings, and retirement plans.
  • Stay up-to-date on financial regulations and market trends to ensure the best possible outcomes for clients.
  • Collaborate with the team to achieve sales targets and exceed client expectations.
Key Skills and Qualifications
  • Excellent communication and interpersonal skills to build strong relationships with clients.
  • Strong analytical and problem-solving abilities to navigate complex financial situations.
  • Proficiency in financial planning software and tools to streamline operations and improve efficiency.
  • Knowledge of financial products, tax laws, and investment strategies to provide expert advice.
  • Bachelor's degree in Finance, Economics, Business, or related field, plus relevant certifications such as CFP (Certified Financial Planner).
Benefits Package
  • Weekly commission for meeting sales targets.
  • Monthly and quarterly monetary bonuses for exceptional performance.
  • Local and foreign travel incentives to expand your professional network.
  • HMO coverage and life insurance coverage as additional benefits.
  • Free extensive sales and financial management training to enhance your skills.
  • Awards and recognitions for outstanding achievement.

This role is ideal for those seeking a commission-based position with opportunities for growth and development. You can join us as a part-timer even if you are currently employed, and sales agents from other industries who have resigned are also welcome to apply.

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