Financial Planning Advisor (Hybrid, Part-Time)

EJM Consulting Group

Makati

Hybrid

Part time

14 days+
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Benefits offered by this job

Performance Bonus
Incentives
HMO
Flexible Hours
Travel Concierge

Job summary

A financial consultancy is looking for motivated individuals to join their team in Makati. No experience is required, and training is provided online. The ideal candidate will assist clients in achieving their financial goals by offering advice on insurance and investments. This part-time role offers flexibility, allowing you to work from home.

Qualifications

  • Willingness to learn and adapt.
  • Ability to build strong client relationships.
  • Assess financial needs and offer tailored solutions.

Responsibilities

  • Provide expert advice on insurance and investments.
  • Help clients achieve their financial goals.

Education

Bachelor's degree

Job description

Hybrid - Makati No Exp Required Bachelor Part-time

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Job Description
Employee Recognition and Rewards

Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Work-Life Balance

Flexible Hours, Travel Concierge, Work from Home

We are looking for a motivated and professional to join our team. No experience required—as long as you are willing to learn! Trainings are free and mostly done online, so you can start building your career at your own pace.

The ideal candidate will help clients achieve their financial goals by providing expert advice on insurance, investments, and overall financial planning. You will build strong client relationships, assess their financial needs, and offer solutions tailored to their unique situation.

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Ericka Joy Medina

HR Manager EJM Consulting Group

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