Remote Financial Planning Advisor

16 hours ago


Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part time

We're looking for a highly skilled Remote Financial Planning Advisor to join our team at Team Giz - Financial Consultants. As a Virtual Financial Solutions Expert, you'll work with clients to understand their financial needs and develop tailored solutions to meet those needs.

Your key responsibilities will include conducting virtual consultations to understand clients' financial needs and objectives, recommending suitable financial products, such as insurance, investments, and savings plans, and educating clients on financial planning strategies, including risk management, wealth accumulation, and retirement planning.

In addition, you'll use digital tools and platforms to manage client information and track progress, and meet individual and team sales targets and performance goals.

Your Key Responsibilities:

  • Conduct virtual consultations to understand clients' financial needs and objectives.
  • Develop and recommend personalized financial solutions to meet clients' needs.
  • Educate clients on financial planning strategies, including risk management, wealth accumulation, and retirement planning.
  • Use digital tools and platforms to manage client information and track progress.
  • Meet individual and team sales targets and performance goals.


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