Financial Advisor - Entry Level (Insurance & Investments)

Vibrant Citrino Gems; Makati; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial advisory firm in Makati, Philippines, is seeking an entry-level Financial Advisor. The role involves providing financial guidance, analyzing market trends, and customizing financial plans for clients. Ideal candidates will have a Bachelor's degree in a related field and possess excellent consultative sales abilities. Join a dynamic environment where you can grow your skills and build long-term client relationships.

Qualifications

• Must possess a minimum of a Bachelor's degree in Finance, Business, Communications or a related field.
• No previous experience is required; entry-level candidates are encouraged to apply.
• Self-motivated with a drive to succeed.

Responsibilities

• Analyze clients' financial situations and develop strategic solutions.
• Build and maintain relationships with new and existing clients.
• Stay updated on market trends and financial products.

Skills

Consultative sales abilities

Interpersonal skills

Networking skills

Online sales platforms

Education

Bachelor's degree in Finance or related field

Tools

Smartphone

Laptop

Tablet

Internet connection

Job description

A financial advisory firm in Makati, Philippines, is seeking an entry-level Financial Advisor. The role involves providing financial guidance, analyzing market trends, and customizing financial plans for clients. Ideal candidates will have a Bachelor's degree in a related field and possess excellent consultative sales abilities. Join a dynamic environment where you can grow your skills and build long-term client relationships.