Financial Advisor

Gaces Insurance Services; Pasig; On-site; PHP 207,000 - 344,000; Part time

Benefits offered by this job

Flexible work arrangements

Comprehensive training and development programs

Opportunities to collaborate with professionals

Positive, client-centric culture

Job summary

A financial services company in Metro Manila is seeking a Part-Time Financial Advisor. In this flexible role, you will conduct financial assessments, develop tailored plans, and build lasting client relationships. Ideal candidates possess a bachelor's degree and strong communication skills. The position offers training opportunities and a supportive, client-centric work environment.

Qualifications

• Strong drive to achieve goals.
• Willingness to attend trainings, seminars, and networking events.
• Ability to work flexible hours and travel for client meetings.
• Familiarity with regulatory compliance and industry best practices.

Responsibilities

• Conduct detailed financial assessments to understand clients' unique goals.
• Develop tailored financial plans covering investments and insurance.
• Present financial recommendations clearly to clients.
• Build long-term relationships with clients through ongoing support.
• Stay updated with financial products and industry trends.

Skills

Excellent communication and interpersonal skills

Self-motivated

Ability to educate and guide clients

Professional appearance and demeanor

Presentation skills

Education

Bachelor’s degree

Job description

This is a flexible, part-time opportunity (2–3 hours per day) where you will play a key role in providing comprehensive financial planning services to our growing client base.

Responsibilities

• Conduct detailed financial assessments to understand clients' unique goals and circumstances
• Develop tailored financial plans covering investments, insurance, retirement, and other key areas
• Present financial recommendations to clients in a clear and compelling manner
• Build long-term, trusted relationships with clients by providing ongoing support and advice
• Stay up-to-date with the latest financial products, regulations, and industry trends

Benefits

• Flexible work arrangements to help you balance work and life priorities
• Comprehensive training and development programs to enhance your financial planning expertise
• Opportunities to collaborate with a talented, multidisciplinary team of professionals
• A positive, client-centric culture that values innovation, integrity, and work-life balance

Apply now to join our team as a Part-Time Financial Advisor and take the first step towards a rewarding career in financial planning.

Educational Background

• Bachelor’s degree

Personal Attributes

• Excellentcommunication and interpersonalskills.
• Self-motivated with a strong drive to achieve goals.
• Ability toeducate and guide clientsin making sound financial decisions.
• Professional appearance and demeanor.

Other Requirements

• Willingness to attendtrainings, seminars, and networking events.
• Ability towork flexible hoursand travel for client meetings.
• Familiarity withregulatory complianceand industry best practices.