Financial Advisor

STR UNIT; Leyte; On-site; PHP 223,200 - 334,800; Full time

Job summary

A financial services company in Leyte is seeking individuals to provide guidance on investments, insurance, retirement, budgeting, and wealth management. Candidates should possess strong interpersonal skills and a commitment to helping clients achieve long-term financial security. Education as a college graduate and being coachable is preferred.

Qualifications

• Individuals aged 21 to 50 years old.
• Commitment to helping clients achieve long-term financial security.
• Willing to be trained and coachable.

Responsibilities

• Provide guidance on investments and insurance.
• Assist clients in budgeting and wealth management.

Skills

Strong interpersonal skills

Financial knowledge

Goal-driven

Education

College Graduate (4-year degree)

Job description

Helps individuals & business make informed decisions about their financial future. This includes offering guidance on investments, insurance, retirement, budgeting and wealth management. The roles requires strong interpersonal skills, financial knowledge and a commitment to helping clients achieve long-term financial security.

• 21 to 50 years old
• College Graduate (4-year degree)
• Goal-Driven & Committed
• Willing to be Trained & Coachable