Financial Advisor/Assistant Unit Manager

Royal Branch; Pasay; On-site; PHP 110,000 - 165,000; Part time

Job summary

A financial services company in Pasay is seeking a part-time financial planner to analyze financial data and create personalized financial plans. The role involves helping clients set and achieve their financial goals while building and maintaining client relationships. Candidates with an associate or bachelor's degree are encouraged to apply. Sales and marketing experience is a plus but not required. This is a hybrid position located in Metro Manila.

Qualifications

• Bachelor's degree or higher in any course.
• Willing to undergo trainings and licensing exam.
• Sales and marketing experience is a plus.

Responsibilities

• Analyze financial data and create personalized financial plans.
• Help clients set and achieve financial goals.
• Build and maintain client relationships.
• Stay up-to-date with financial market trends and regulations.

Education

Associate degree

Bachelor's degree

Job description

Royal Branch

Hybrid - Pasay No Exp Required Bachelor Part-time

Job Description

• Analyze financial data and create personalized financial plans
• Help clients set and achieve financial goals
• Build and maintain client relationships
• Stay up-to-date with financial market trends and regulations
• Associate and Bachelor's degree, Graduated from any course.
• Willing to undergo trainings and licensing exam.
• While sales & marketing experience is not required, it is considered a plus.

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• withholds your ID,
• requires you to provide a guarantee or collects property,
• forces you to invest or raise funds,
• collects illicit benefits,
• or other illegal situations.

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