Financial Wealth Planner

FWD - Annapurna Branch; Makati; Hybrid; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Commission

Performance Bonus

Employee Recognition Program

Flexible Hours

Retirement Plan

Company Social Events

Job summary

A financial consulting firm in Makati seeks a Financial Advisor with experience in client-facing roles. Responsibilities include providing tailored financial advice, analyzing data for personalized plans, and maintaining strong client relationships. The ideal candidate should be detail-oriented, possess strong problem-solving and communication skills, and be capable of meeting targets. This role offers a hybrid work arrangement, ensuring flexibility while fostering professional growth.

Qualifications

• 1–3 years experience in financial consulting, advisory, sales, or client-facing roles is an advantage.
• Ability to work independently and in a team environment.
• Wealth management knowledge.
• Wealth management knowledge is a plus.
• Strong communication and people skills.

Responsibilities

• Provide financial advice to clients on insurance, savings, and budgeting.
• Build and maintain strong client relationships for long-term success.
• Stay updated with industry trends, insurance products, and financial solutions.
• Build and maintain strong client relationships for long-term success.
• Stay updated with industry trends, insurance products, and financial solutions.
• Meet activity goals and contribute to team targets and overall business growth.

Skills

Financial advisory

Strong problem-solving skills

Communication Skills

Consultative Sales

Detail-oriented

People Oriented

Strong Lead Management

Education

Diploma

Job description

On-site - Makati 1-3 Yrs Exp Diploma Contract

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee Recognition Program, Incentives

Insurance Health & Wellness

HMO

Others

Company Social Events, Office Parties

Retirement Plan

Work-Life Balance

Flexible Hours, Work from Home

Responsibilities

• Provide financial advice to clients on insurance, savings, and budgeting.
• Analyze personal financial data and create personalized financial plans.
• Evaluate clients' financial status and recommend strategies for improvement.
• Build and maintain strong client relationships for long-term success.
• Stay updated with industry trends, insurance products, and financial solutions.
• Meet activity goals and contribute to team targets and overall business growth.

Work Arrangement

• Willing to work in a hybrid arrangement (One Ayala + field-based client visits).
• 2x per month face-to-face meetings; remaining schedule dedicated to client consultations and field work.
• Strong consultative approach with the ability to translate financial data into clear and practical advice.
• Strong lead management skills - capable of handling, nurturing, and converting prospects effectively.
• Must be goal-driven and capable of meeting sales and activity targets.
• High professionalism, integrity, and commitment to client confidentiality.
• Ability to handle multiple client accounts and follow through with personalized action plans.
• Strong analytical and communication skills.

Qualifications

• Experience level, 1–3 years experience in financial consulting, advisory, sales, or client-facing roles is an advantage.
• Detail-oriented
• Strong problem-solving skills
• Ability to work independently and in a team environment
• Wealth Management
• Communication Skills
• People Oriented
• Consultative Sales
• Strong Lead Management