Financial Advisor

3 days ago


Mandaluyong City, National Capital Region, Philippines The Advisor Hub Full time ₱600,000 - ₱1,200,000 per year

Company Description

The Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks. We are looking for goal-driven professionals to join our team and provide solutions to help individuals achieve financial success.

Role Description

Meet with clients face-to-face or online for consultations on financial planning and investment strategies

Develop a strategize financial plans to help clients achieve their goals

Evaluate and recommend insurance products that are tailored fit to client's goals

Perform policy review to re-asses financial situations and re-strategize

Qualifications

  • Willingness to learn
  • Goal-driven
  • Process and System oriented
  • You need to have means to work remotely

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