Financial Wellness Coach & Planner

AXA Philippines - Glendiesse Reyes; Urbiztondo; On-site; PHP 300,000 - 540,000; Full time

Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial health. You will assess needs, create personalized plans, and educate clients on budgeting, insurance, investments, and retirement planning.

The role emphasizes building lasting client relationships, monitoring progress, and staying current with market trends and regulations to support informed decisions during life events.

Qualifications

• Strong communication and interpersonal skills.
• Ability to analyze financial information and create tailored recommendations.
• Goal-oriented and client-focused mindset.
• Knowledge of financial planning, insurance, and investment products.
• Relevant certifications or licenses may be required, depending on the organization and country.

Responsibilities

• Assess clients' financial situations, goals, and risk tolerance.
• Develop personalized financial plans and strategies.
• Educate clients on financial concepts, products, and investment options.
• Recommend suitable insurance, savings, and investment solutions.
• Monitor clients' progress and review financial plans regularly.
• Build and maintain strong client relationships through ongoing support.
• Stay updated on financial market trends, regulations, and industry developments.
• Assist clients in making informed financial decisions during major life events.

Skills

Communication

Interpersonal skills

Analytical abilities

Client-focused

Time management

Job description

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial health. You will assess needs, create personalized plans, and educate clients on budgeting, insurance, investments, and retirement planning.

The role emphasizes building lasting client relationships, monitoring progress, and staying current with market trends and regulations to support informed decisions during life events.