Hybrid Financial Advisor & Assistant Unit Manager Part Time

Royal Branch; Pasay; Hybrid; PHP 110,000 - 165,000; Part time

Job summary

A financial services company in Pasay is seeking a part-time financial planner to analyze financial data and create personalized financial plans. The role involves helping clients set and achieve their financial goals while building and maintaining client relationships. Candidates with an associate or bachelor's degree are encouraged to apply. Sales and marketing experience is a plus but not required. This is a hybrid position located in Metro Manila.

Qualifications

• Bachelor's degree or higher in any course.
• Willing to undergo trainings and licensing exam.

Responsibilities

• Analyze financial data and create personalized financial plans.
• Help clients set and achieve financial goals.
• Build and maintain client relationships.
• Stay up-to-date with financial market trends and regulations.

Job description

A financial services company in Pasay is seeking a part-time financial planner to analyze financial data and create personalized financial plans. The role involves helping clients set and achieve their financial goals while building and maintaining client relationships. Candidates with an associate or bachelor's degree are encouraged to apply. Sales and marketing experience is a plus but not required. This is a hybrid position located in Metro Manila.