Part-time Financial Advisor

24 hours ago


Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Full time ₱400,000 - ₱600,000 per year

Company Description

Wolf Summit Life Insurance Agency is committed to spreading financial literacy and building trust with clients through education, transparency, and personalized service. We aim to empower individuals with the knowledge and resources to achieve their financial goals. Our agency prioritizes client education to ensure informed decision-making and fosters lasting relationships rooted in trust and integrity.

Role Description

This is a part-time hybrid role for a Financial Advisor located in Makati, with some work-from-home flexibility. The Financial Advisor will be responsible for providing financial planning and advisory services, assisting clients with retirement planning, and managing investment portfolios. Day-to-day tasks will include client consultations, financial strategy development, and continuous financial education to assist clients in making well-informed decisions.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications


• Strong analytical and problem-solving skills


• Excellent interpersonal and communication skills


• Ability to work independently and in a hybrid work environment


• Bachelor's degree in any course



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