Financial Advisor

Philplans First Inc.; Angeles; Hybrid; PHP 223,200 - 334,800; Full time

Job summary

A financial services company based in Pampanga, Angeles seeks a Financial Advisor to provide personalized financial advice and develop tailored investment strategies. The ideal candidate should possess a High School Diploma, relevant experience is appreciated, and have excellent communication skills. This role may involve client meetings and offers a blend of office and remote work opportunities.

Qualifications

• Less than 1 year of relevant experience in financial advising or related fields.
• Strong interpersonal skills and trustworthy.

Responsibilities

• Provide personalized financial advice to clients.
• Develop and implement tailored investment strategies.
• Monitor market trends and portfolio performance.

Skills

Excellent communication skills

Strong interpersonal skills

Detail-oriented

Proactive in problem-solving

Education

High School Diploma or Senior High School certificate

Job description

Responsibilities

• Provide personalized financial advice to clients.
• Develop and implement tailored investment strategies.
• Assess client financial needs and goals.
• Monitor market trends and portfolio performance.
• Build and maintain strong client relationships.
• Educate clients on various financial products and services.
• Ensure compliance with financial regulations and ethical standards.

Qualifications

• Educational Qualifications: High School Diploma or Senior High School certificate.
• Experience Level: Less than 1 year of relevant experience in financial advising or related fields.
• Skills and Competencies: Excellent communication skills to effectively convey financial concepts.
• Working Conditions: Office environment with potential for remote work; may involve client meetings.
• Qualities and Traits: Strong interpersonal skills, detail-oriented, trustworthy, and proactive in problem-solving.