Financial Advisor

Lazurite District - MoneyWise; Quezon City; On-site; PHP 279,000 - 446,400; Full time

Job summary

A financial advisory firm is seeking a Financial Advisor to assist clients with financial planning, including savings, debt reduction, and investment strategies. The ideal candidate is a college graduate living in Metro Manila and must be willing to attend meetings and undergo necessary training. This role requires stable internet and personal gadgets.

Qualifications

• Residing within Metro Manila.
• Willing to attend weekly unit and branch meetings (Online & Onsite).
• Must be willing to undergo training and licensing process.
• Must have: Laptop/iPad/Tablet/any gadgets.
• Stable internet connection.

Responsibilities

• Help people and businesses with their finances.
• Provide advice on saving money and reducing debt.
• Promote proper savings and assist clients in financial planning.
• Engage in retirement planning and pre-emptive solutions.

Skills

Financial advising

Debt reduction

Investment planning

Client relationship management

Education

College graduate of any course

Job description

Overview

Financial Advisor is a professional who helps people and businesses with their finances. They provide advice on how to save money, reduce debt, and invest. Promote proper savings and also helps client plan for inheritance, Wealth transfer. Retirement planning, and pre-emptive solutions for Life Uncertainties.

Responsibilities

• Financial Advisor is a professional who helps people and businesses with their finances.
• They provide advice on how to save money, reduce debt, and invest.
• Promote proper savings and also helps client plan for inheritance, Wealth transfer.
• Retirement planning, and pre-emptive solutions for Life Uncertainties.

Qualifications

• College graduate of any course.
• Residing within metro manila.
• Willing to attend weekly unit and branch meetings (Online & Onsite)
• Must be willing to undergo training and licensing process.
• Must have: Laptop/Ipad/ Tablet/ any gadgets.
• Stable internet connection