Financial Advisor

FWD Insurance One Obsidian Branch; Makati; Hybrid; PHP 279,000 - 390,600; Part time

Benefits offered by this job

Performance Bonus

Incentives

HMO

Job summary

A leading insurance company in Makati is seeking an entry-level Financial Advisor who will provide expert financial advice on investments and retirement planning. Candidates with a Bachelor's degree and strong analytical skills are encouraged to apply. The role offers a hybrid work environment, performance bonuses, and opportunities for professional development.

Qualifications

• Bachelor's degree is required.
• No prior experience is needed; entry-level candidates are welcome.
• Strong analytical skills and attention to detail are essential.

Responsibilities

• Provide expert financial advice to clients on investments and retirement planning.
• Analyze clients' financial situations to develop customized plans.
• Prepare and present financial reports and recommendations.

Skills

Strong analytical skills

Attention to detail

Proficiency in financial software

Excellent communication skills

Problem-solving abilities

Proactive attitude

Education

Bachelor's degree

Job description

Hybrid - Makati No Exp Required Bachelor Part-time

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Professional Development

• Provide expert financial advice to clients on investments, protection, and retirement planning.
• Analyze clients' financial situations to develop customized plans.
• Monitor market trends and economic conditions to inform strategies.
• Prepare and present financial reports and recommendations.
• Build and maintain client relationships to ensure continued business.
• Stay updated on financial regulations and compliance standards.
• Educational Qualifications: Bachelor's degree.
• Experience Level: No prior experience required; entry-level candidates welcome.
• Skills and Competencies: Strong analytical skills, attention to detail, and proficiency in financial software.
• Responsibilities and Duties: Assist clients with financial planning, budgeting, and investment strategies.
• Working Conditions: Office environment with potential remote work opportunities.
• Qualities and Traits: Excellent communication skills, problem-solving abilities, and a proactive attitude.

If the position requires you to work overseas, please be vigilant and beware of fraud.

• withholds your ID,
• requires you to provide a guarantee or collects property,