Financial Advisor

The Ascent Group; Philippines; Hybrid; PHP 400,000 - 550,000; Full time

Job summary

The Ascent Group in the Philippines is seeking a Financial Advisor for a full-time hybrid position. The advisor meets clients to assess finances, clarifies goals, and develops tailored plans for savings, protection, retirement, and investments.

Key duties include presenting solutions, monitoring portfolios, and recommending adjustments to keep clients on track. Collaboration, ethical advice, and ongoing development are essential.

Qualifications

• Strong foundation in Finance and Financial Advisory to analyze client needs and recommend appropriate solutions.
• Proficiency in Financial Planning and Retirement Planning to design comprehensive, long-term strategies.
• Knowledge of Investments to explain options, assess risk, and support portfolio building.
• Excellent communication, interpersonal, and client relationship skills, with a service-oriented mindset.
• Ability to work in a hybrid setup, manage time effectively, and maintain professionalism onsite and remotely.
• Relevant bachelor’s degree (Finance, Accounting, Business, Economics) or equivalent professional experience.
• Experience in financial services, insurance, or wealth management is an advantage; professional certifications are a plus.
• High ethical standards, strong attention to detail, and willingness to undergo continuous training and development.

Responsibilities

• Meet with clients to assess financial situations and clarify goals.
• Develop tailored plans for savings, protection, retirement, and investments.
• Present financial solutions and monitor portfolio performance.
• Recommend adjustments to help clients stay on track with objectives.
• Participate in team meetings, training sessions, and outreach activities to build relationships.

Skills

Finance fundamentals

Financial advisory

Investment knowledge

Communication skills

Hybrid work

Regulatory compliance

Education

Bachelor’s degree in Finance / Accounting / Business / Economics

Job description

Company Description

The Ascent Group is a collaborative team of Unit Managers and Financial Advisors in the Philippines, dedicated to helping clients achieve their financial goals and long-term dreams. The organization focuses on growth, progress, and reaching greater heights through professional financial services and strong team development. The name “Ascent Group” reflects its commitment to rising toward success and excellence while emphasizing unity and shared objectives. Team members work together to unlock new levels of achievement and potential for both clients and colleagues. Joining The Ascent Group offers the opportunity to grow a meaningful career in a mission-driven, supportive environment.

Role Description

The Financial Advisor is a full-time, hybrid role based in the Philippines, combining in-office collaboration with flexibility to work from home. On a day-to-day basis, the Financial Advisor meets with clients to assess their financial situations, clarify goals, and develop tailored plans for savings, protection, retirement, and investments. The role includes presenting financial solutions, monitoring portfolio performance, and recommending adjustments to help clients stay on track with their objectives. The Financial Advisor also participates in team meetings, training sessions, and outreach activities to build client relationships and expand the group’s network. Maintaining accurate records, complying with regulatory requirements, and delivering clear, ethical advice are core aspects of this position.

Qualifications

• Strong foundation in Finance and Financial Advisory to analyze client needs and recommend appropriate solutions.
• Proficiency in Financial Planning and Retirement Planning to design comprehensive, long-term strategies.
• Knowledge of Investments to explain options, assess risk, and support portfolio building.
• Excellent communication, interpersonal, and client relationship skills, with a service-oriented mindset.
• Ability to work in a hybrid setup, manage time effectively, and maintain professionalism both onsite and remotely.
• Relevant bachelor’s degree (e.g., Finance, Accounting, Business, Economics) or equivalent professional experience.
• Experience in financial services, insurance, or wealth management is an advantage; professional certifications are a plus.
• High ethical standards, strong attention to detail, and willingness to undergo continuous training and development.