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Part-time Financial Advisor

2 days ago

Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Full time

Company Description

Spread financial literacy and build trust with clients through education, transparency, and personalized service. Wolf Summit Life Insurance Agency is dedicated to helping clients make informed financial decisions. Our mission is to empower individuals with the knowledge and tools they need to achieve their financial goals. We prioritize integrity and client satisfaction in all our services.

Role Description

This is a part-time hybrid role for a Financial Advisor based in Makati. The Financial Advisor will be responsible for providing personalized financial planning and investment advice to clients. Typical day-to-day tasks include assessing clients' financial situations, developing financial strategies, assisting with retirement planning, and conducting regular reviews of clients' financial goals. The role allows for flexibility with some work from home acceptable.

Qualifications

  • Strong analytical skills and attention to detail
  • Excellent interpersonal and communication skills
  • Ability to work independently and manage time efficiently
  • Bachelor's degree in any course