Financial Advisor

Sun life - Puerto Princesa City; Palawan; On-site; PHP 1,457,000 - 2,624,000; Full time

Job summary

A financial services company in Puerto Princesa City seeks a motivated Financial Advisor to build client relationships and provide tailored financial planning and investment advice. Ideal candidates have a relevant degree and a strong understanding of financial markets. Excellent communication and analytical skills are essential, along with proficiency in financial planning software and Microsoft Office. Candidates must be or willing to obtain necessary licenses.

Qualifications

• Proven experience as a Financial Advisor or similar role.
• Strong understanding of financial markets and investment strategies.
• Series 7, 63, 65, or 66 licenses preferred.

Responsibilities

• Establish and maintain strong client relationships.
• Develop personalized financial plans and strategies.
• Ensure compliance with industry regulations.

Skills

Client Relationship Management

Financial Planning

Investment Strategies

Communication Skills

Analytical Skills

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Microsoft Office Suite

Financial Planning Software

Job description

Responsibilities

• Client Relationship Management: Establish and maintain strong, long-term relationships with clients. Understand their financial goals, risk tolerance, and current financial situation.
• Financial Planning & Advice: Develop personalized financial plans and investment strategies that align with client objectives. Advise clients on a range of financial matters, including retirement, estate planning, tax strategies, and insurance.
• Investment Strategies: Guide clients in selecting appropriate investment options, including stocks, bonds, mutual funds, and other securities. Monitor and adjust portfolios as needed to align with changing goals or market conditions.
• Compliance & Documentation: Ensure all financial recommendations comply with industry regulations and company policies. Maintain accurate and up-to-date client records.
• Business Development: Continuously seek new clients through referrals, networking, and prospecting. Promote the company's services and expand the client base.
• Ongoing Education: Stay informed about financial trends, market conditions, and regulatory changes to provide clients with up-to-date advice.
• Sales & Performance Metrics: Achieve individual and team goals related to sales, client retention, and overall business growth.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proven experience as a Financial Advisor or in a similar financial services role.
• Strong understanding of financial markets, investment strategies, retirement planning, and tax laws.
• Exceptional communication and interpersonal skills with the ability to build trust and rapport with clients.
• Excellent analytical skills and attention to detail.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and financial planning software.
• Series 7, 63, 65, or 66 licenses (or willingness to obtain) depending on jurisdiction.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.