Financial Advisor

V-Call Center Link Inc.; Manila; On-site; PHP 156,000 - 257,000; Full time

Job summary

V-Call Center Link Inc. is seeking an entry-level Financial Advisor to join our Manila team. The role involves gathering data on investments, savings, and tax planning to evaluate clients' financial situations and present suitable plans.

You'll explain options to clients and regularly review their financial plans as life circumstances or markets change. Fresh graduates from business courses are welcome; onsite work in Manila is required for this full-time position.

Qualifications

• 2 years of college completed.
• Fresh graduates from business-related courses are welcome.
• Willing to work onsite in Manila.

Responsibilities

• Evaluate clients' financial situations by gathering information on investments, savings, and tax planning.
• Present and explain financial plans and options to clients.
• Regularly review and adjust clients' financial plans in response to life changes or market developments.

Skills

Financial analysis

Client communication

Presentation skills

Education

Two years of college completed

Bachelor's degree (in progress)

Job description

On-site - Manila Fresh Graduate/Student Bachelor Full-time

Job Description

• Evaluate clients' financial situations by gathering information on investments, savings, and tax planning.
• Present and explain financial plans and options,
• Regularly review and adjust clients' financial plans in response to life changes or market developments.
• Completed at least 2 years in college.
• Fresh graduates from business-related courses are welcome.
• Willing to work ONSITE.