Financial Advisor

4 days ago

Manila, National Capital Region, Philippines BrightAdvisors Full time ₱600,000 - ₱1,200,000 per year

Company Description

BrightAdvisors is a Portfolio Management company specializing in insurance and investment services. We provide private management of clients' insurance and investment portfolios, ensuring a seamless experience through a single advisor for all of their needs. From acquisition to fulfillment, we recommend only the best brands in the industry, making BrightAdvisors a one-stop shop for comprehensive financial solutions.

Role Description

This is a hybrid role located in Manila & nearby City, with some work from home acceptable, for a Financial Advisor - FWD LIFE. The Financial Advisor will be responsible for day-to-day tasks involving financial planning, providing financial advisory services, retirement planning, and investment management. They will work closely with clients to understand their financial goals and recommend appropriate insurance and investment products.

Qualifications

  • Skills in Financial Planning and Financial Advisory
  • Experience in Finance and Investments
  • Knowledge in Retirement Planning
  • Strong client relationship management
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

MDRT's and existing licensed Financial Advisors are welcome to join.

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