Client-Focused Financial Advisor & Planner

Work-1 Manpower Recruitment Services; Philippines; On-site; PHP 240,000 - 360,000; Full time

Job summary

Work-1 Manpower Recruitment Services in Pasay is seeking an on-site Financial Advisor for an entry-level role. You will advise clients on investments, develop personalized financial plans, and monitor account performance for accuracy and growth.

The position requires a Bachelor's degree in Finance or related field, 0–2 years' experience, and strong analytical and interpersonal skills. You will build lasting client relationships, stay updated on market trends and regulations, and work

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 0–2 years of experience in financial advisory or related roles.
• Strong analytical and interpersonal skills; excellent communication.

Responsibilities

• Advise clients on investments, estate planning, and financial decisions.
• Develop and implement personalized financial plans for clients.
• Monitor clients' accounts and provide regular updates on performance.
• Build and maintain strong relationships with clients.
• Stay updated on financial regulations and market trends.

Skills

Strong analytical skills

Excellent communication

Interpersonal skills

Detail-oriented

Proactive

Education

Bachelor’s degree in Finance, Business, or related field

Job description

Work-1 Manpower Recruitment Services in Pasay is seeking an on-site Financial Advisor for an entry-level role. You will advise clients on investments, develop personalized financial plans, and monitor account performance for accuracy and growth.

The position requires a Bachelor's degree in Finance or related field, 0–2 years' experience, and strong analytical and interpersonal skills. You will build lasting client relationships, stay updated on market trends and regulations, and work