Financial Advisor: Personal Planning & Wealth Management

Sun life - Palawan; Palawan; On-site; PHP 500,000 - 800,000; Full time

Job summary

A financial services provider in the Philippines is seeking an experienced financial advisor to assess clients' financial needs and provide tailored advice on investments, retirement, and insurance. The ideal candidate will have a Bachelor's degree in Finance or a related field, proven experience in financial planning, strong communication skills, and the ability to cultivate client relationships. This role involves monitoring portfolios and staying informed on market trends.

Qualifications

• Proven experience in financial planning or advisory services.
• Active licenses (Series 7, Series 66, CFP, or equivalent) preferred.
• Exceptional communication, interpersonal, and customer service skills.
• Detail-oriented with strong organizational and time-management skills.

Responsibilities

• Assess clients' financial needs and goals through detailed consultations.
• Provide tailored investment, retirement, tax, and insurance advice.
• Monitor client portfolios, making adjustments as needed.
• Cultivate and manage a book of business, developing strong client relationships.
• Educate clients on financial products and services.

Skills

Financial planning

Investment strategies

Customer service

Communication skills

Interpersonal skills

Education

Bachelor's degree in Finance, Economics, Business, or related field

Job description

A financial services provider in the Philippines is seeking an experienced financial advisor to assess clients' financial needs and provide tailored advice on investments, retirement, and insurance. The ideal candidate will have a Bachelor's degree in Finance or a related field, proven experience in financial planning, strong communication skills, and the ability to cultivate client relationships. This role involves monitoring portfolios and staying informed on market trends.