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Part-time Financial Advisor

2 weeks ago


Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Full time $40,000 - $60,000 per year

Company Description

Wolf Summit Life Insurance Agency is dedicated to spreading financial literacy and building trust with clients through education, transparency, and personalized service. We prioritize empowering individuals and businesses to make informed financial decisions. Our approach is client-focused, ensuring that every financial plan is tailored to meet unique needs and goals. Join us to be a part of a team that values integrity and commitment to client success.

Role Description

This is a part-time role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. Day-to-day tasks will include conducting financial assessments, developing personalized financial plans, and monitoring client portfolios. This is a hybrid role located in Makati, with some work from home acceptable.

Qualifications

  • Strong communication and interpersonal skills
  • Ability to work both independently and as part of a team
  • Bachelor's degree in any course