Associate Financial Advisor — Build Plans & Portfolios

Blaze Coaches; Pasig; On-site; PHP 334,800 - 669,600; Full time

Job summary

A financial advisory firm in Metro Manila is seeking a Financial Advisor to build and maintain relationships with clients, understand their financial goals, and provide personalized financial advice. The ideal candidate holds a bachelor's degree in finance or a related field and has proven experience in the financial sector. This full-time position offers opportunities to develop tailored financial plans for clients.

Qualifications

• Proven experience as a financial advisor or planner in the financial services sector.
• Experience in developing financial plans and managing investment portfolios.
• A track record of building and maintaining client relationships.

Responsibilities

• Build and maintain relationships with clients through regular meetings.
• Understand clients' financial goals and risk tolerance.
• Provide personalized financial advice and develop tailored financial plans.

Skills

Client relationship management

Financial planning

Investment management

Education

Bachelor's degree in finance, economics, accounting, or business

Job description

A financial advisory firm in Metro Manila is seeking a Financial Advisor to build and maintain relationships with clients, understand their financial goals, and provide personalized financial advice. The ideal candidate holds a bachelor's degree in finance or a related field and has proven experience in the financial sector. This full-time position offers opportunities to develop tailored financial plans for clients.