Financial Consultant

FWD - One Apex

Taguig

On-site

PHP 300,000 - 600,000

Part time

14 days+

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Benefits offered by this job

Flexible schedule

Flextime

Health insurance

Life insurance

Opportunities for promotion

Work from home

Job summary

A financial services firm is seeking a Financial Wealth Planner for a remote role in the Philippines. Responsibilities include managing client relationships, analyzing financial data, and creating personalized wealth management plans to help clients achieve their financial goals. This position offers both full-time and part-time options with a flexible schedule and opportunities for promotion.

Responsibilities

Manage client relationships and provide financial guidance.
Analyze financial data to create personalized wealth management plans.
Ensure clients meet their financial goals.

Job description

Overview

This can be a Part-time/ Full-Time remote role for a Financial Wealth Planner. The Financial Wealth Planner will be responsible for managing client relationships and providing financial guidance and recommendations. The Financial Wealth Planner will also analyze financial data to create personalized wealth management plans and ensure that clients meet their financial goals.

Details

Job Types: Full-time, Part-time

Expected hours: 15 – 40 per week

Benefits