Financial Consultant

PRU life UK (Prime Summit); Mandaluyong; On-site; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Flexible work arrangements

Performance-based compensation

Professional development support

Incentives and bonuses

Recognition programs

Job summary

A financial services company is seeking a knowledgeable Financial Advisor to provide expert financial guidance and assistance in investment planning, retirement strategies, and risk management. The ideal candidate will develop customized financial plans and maintain strong client relationships. Flexible work arrangements are available, along with a performance-based compensation structure with unlimited earning potential.

Qualifications

• Currently residing in Metro Manila or nearby areas for client engagement.
• Strong understanding of investment and retirement strategies.
• Ability to build and maintain client relationships.

Responsibilities

• Provide expert financial guidance to clients.
• Develop customized financial plans.
• Monitor clients' accounts and review financial plans.
• Monitor clients’ accounts and regularly review financial plans to keep goals on track.
• Stay informed about financial trends, regulations, and products to provide up-to-date advice.
• Cultivate and maintain long-term relationships with clients through regular communication and exceptional service.
• Comply with all industry rules and regulations.
• Generate new business through referrals, networking, and prospecting.

Skills

Client-focused advice

Investment planning

Risk management

Relationship building

Financial analysis

Education

Bachelor’s degree in any four-year course

Job description

Overview

Job Title: Financial Advisor

Location: Unit 173, 17th Floor Columbia Tower Brgy. Wack-wack, Ortigas Ave. Mandaluyong City

Job Type: Full-time/Part-time

Responsibilities

Job Summary:

• We are seeking a knowledgeable, client-focused Financial Advisor to join our team. The ideal candidate will provide expert financial guidance to clients by helping them achieve their short- and long-term financial goals.
• This includes investment planning, retirement strategies, risk management, and estate planning. The Financial Advisor will build strong client relationships and deliver personalized financial advice with the highest level of professionalism and ethical standards.

• Assess clients\' financial goals, current financial situations, and risk tolerance.
• Develop customized financial plans, including investments, savings, insurance, and retirement strategies.
• Advise clients on asset allocation, portfolio management, and investment options.
• Monitor clients’ accounts and regularly review financial plans to ensure goals are on track.
• Stay informed about financial trends, regulations, and products to provide up-to-date advice.
• Cultivate and maintain long-term relationships with clients through regular communication and exceptional service.
• Comply with all industry rules and regulations
• Generate new business through referrals, networking, and prospecting.

Qualifications

• Required Qualifications:
• Bachelor’s degree in any four-year course from an accredited institution.
• Must be currently residing in Metro Manila or nearby areas for ease of client engagement and occasional in-person meetings.

Compensation & Benefits

• Flexible work arrangements available (hybrid or remote setup based on role requirements and performance)
• Performance-based compensation structure with unlimited earning potential through commissions.
• Support for professional development, including training programs and assistance with licensing requirements.
• Opportunities for incentives, bonuses, and recognition programs based on individual and team achievements.