Part-time Financial Advisor
7 days ago
Company Description
Wolf Summit Life Insurance Agency is dedicated to spreading financial literacy and building trust with clients through education, transparency, and personalized service. Our aim is to provide clients with the knowledge and tools necessary to achieve their financial goals. We prioritize client relationships and strive to offer tailored financial solutions that empower individuals and families.
Role Description
This is a part-time hybrid role for a Financial Advisor based in Makati, with some work from home flexibility. The Financial Advisor will be responsible for comprehensive financial planning, developing personalized retirement plans, and managing investment portfolios. Daily tasks include client consultations, creating financial strategies, monitoring financial markets, and providing expert advice on various financial products and services.
Qualifications
- Strong communication and interpersonal skills
- Ability to work both independently and as part of a team
- Bachelor's degree holder in any field
- Residing in Greater Metro Manila
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