URGENT HIRING: FINANCIAL WEALTH PLANNERS

4 hours ago


Taguig, National Capital Region, Philippines FWD D11 District Full time ₱30,000 - ₱60,000 per year

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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