Entry-Level Financial Advisor: Build Plans & Grow Clients

Pru Like UK - Team Mark; Makati; On-site; PHP 279,000 - 446,400; Full time

Job summary

A leading financial services firm in Metro Manila is seeking a motivated Financial Advisor to join its team. The role involves providing financial guidance, conducting client consultations, and developing personalized financial plans. Ideal for recent graduates, this position offers full training with no previous experience required. Advisors will also build long-term client relationships, stay updated on market trends, and identify new business opportunities to meet sales targets.

Qualifications

• Motivated and results-driven individual with a passion for finance.
• No prior experience is required; full training will be provided.

Responsibilities

• Conduct client consultations to understand financial goals.
• Develop personalized financial plans and strategies.
• Present and recommend financial products to clients.
• Build and maintain long-term client relationships.
• Stay updated with financial products and market trends.
• Identify new business opportunities and achieve sales targets.

Skills

Client Consultations

Financial Planning

Relationship Management

Sales Growth

Education

Recent college graduate

Job description

A leading financial services firm in Metro Manila is seeking a motivated Financial Advisor to join its team. The role involves providing financial guidance, conducting client consultations, and developing personalized financial plans. Ideal for recent graduates, this position offers full training with no previous experience required. Advisors will also build long-term client relationships, stay updated on market trends, and identify new business opportunities to meet sales targets.