Financial Advisor

Sun life - Puerto Princesa City; Palawan; On-site; PHP 500,000 - 700,000; Full time

Job summary

A financial services company in the Philippines is seeking a Financial Advisor to establish relationships with clients and develop personalized financial plans. The ideal candidate has a Bachelor's degree in Finance and proven experience in financial advising, along with strong analytical and interpersonal skills. This role offers a competitive salary and opportunities for career growth.

Qualifications

• 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.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.

Responsibilities

• Establish and maintain strong, long-term relationships with clients.
• Develop personalized financial plans and investment strategies that align with client objectives.
• Guide clients in selecting appropriate investment options and monitor portfolios.
• Ensure all financial recommendations comply with industry regulations.
• Continuously seek new clients through referrals and networking.
• Stay informed about financial trends and market conditions.
• Achieve individual and team goals related to sales and client retention.

Skills

Client Relationship Management

Financial Planning

Investment Strategies

Compliance

Business Development

Ongoing Education

Sales Performance Metrics

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Office Suite

Financial Planning Software

Job description

• 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.

• 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.