URGENT HIRING: FINANCIAL WEALTH PLANNERS
1 week ago
Company Description
Welcome to D11, a collective of exceptional Financial Wealth Planners and Managers. Our mission is to multiply our impact and extend our reach, helping individuals build worry-free and hope-filled lives. Join us on this journey to financial empowerment and a brighter future.
Role Description
We are urgently hiring for Financial Wealth Planners, with both full-time and part-time positions available. The role involves day-to-day tasks such as developing comprehensive financial plans, managing investments, and providing insurance solutions to clients. This is a hybrid role located in Taguig with some work from home flexibility.
Qualifications
- Financial Planning and Finance skills
- Investment Management and Investments experience
- Knowledge of Insurance products and solutions
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work both independently and as part of a team
- Bachelor's degree in Finance, Business, or related field
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