Financial Planning Advisor - Entry Level (Remote)

STACKph; Taguig; Hybrid; PHP 167,400 - 279,000; Full time

Benefits offered by this job

13th Month Pay

Employee Loan

Pag-Ibig Fund

Free Meals

Gym Membership

Job summary

STACKph is seeking an entry-level Financial Planner/Advisor to assist clients with financial planning and investment strategies in a primarily office-based role with some remote work opportunities.

The role involves analyzing client financial status, recommending suitable products, and building long-term client relationships while staying informed about financial regulations and market trends. Strong English communication and teamwork are essential.

Qualifications

• Proficient in English and strong customer service skills.
• Good problem-solving abilities and analytical thinking.
• Willingness to learn and adapt in a client-focused role.

Responsibilities

• Advise clients on financial planning and investment strategies.
• Analyze client financial status and make recommendations.
• Assist clients in understanding financial products and services.
• Develop and maintain strong relationships with clients.
• Stay updated on financial regulations and market trends.

Skills

Fluent English

Customer service

Problem solving

Education

Bachelor's degree in Finance/Business Administration or related field

Tools

Salesforce

Job description

STACKph is seeking an entry-level Financial Planner/Advisor to assist clients with financial planning and investment strategies in a primarily office-based role with some remote work opportunities.

The role involves analyzing client financial status, recommending suitable products, and building long-term client relationships while staying informed about financial regulations and market trends. Strong English communication and teamwork are essential.