Wealth Planner

3 days ago

Manila, National Capital Region, Philippines E-Solutions Full time

Work Setup:
Onsite

Locations Available:

Makati
• BGC
• Ortigas
• Binondo
• Congressional Ave.
• Project 6
• La Trinidad, Benguet
• Agoo, La Union
• Cebu City
• Surigao

Compensation:
Up to ₱27,000

Open to:
Fresh Graduates

Job Summary

We are looking for motivated and customer-focused
Wealth Planners
who are eager to build a career in financial advisory and sales. This role is ideal for fresh graduates who have strong communication skills, a pleasing personality, and a genuine interest in helping clients achieve financial security.

Qualifications

  • Open to
    fresh graduates
    (any course)
  • Above-average communication skills
  • Pleasing and professional personality
  • Has a
    heart for sales
    and enjoys interacting with people
  • Willing to work onsite in any of the listed locations

Responsibilities

  • Assist clients in understanding financial products and investment options
  • Build and maintain strong client relationships
  • Conduct financial needs assessments and recommend suitable plans
  • Achieve sales targets and contribute to the growth of the team
  • Participate in training and development programs

  • Urgent Hiring: Financial Wealth Planner

    2 weeks ago

    Manila, National Capital Region, Philippines FWD D11 District Full time

    We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver better service and experience. We believe financial security should be...

  • Senior Finance Manager

    2 weeks ago

    Manila, National Capital Region, Philippines Emapta Full time

    Power the Vision. Shape the Operations. Elevate the Future. Discover a role where you are driving growth and operational clarity across a dynamic portfolio of ventures. Build a global career that lets you make your mark across fast-growing businesses without leaving home. Step into a future-focused finance role where your expertise shapes outcomes and...

  • Financial Wealth Planner

    3 weeks ago

    Manila, Philippines Girlboss Careers Full time

    We are looking for motivated individuals to join our growing team as Financial Wealth Planners. This role is ideal for professionals, fresh graduates, or anyone seeking a flexible side hustle or a long-term career path in the financial planning industry. As a Financial Wealth Planner, you will: • Provide financial guidance and planning solutions to...