Hybrid Financial Advisor: Investments & Retirement Planning

PRU life UK (Prime Summit); Mandaluyong; Hybrid; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Flexible work arrangements

Performance-based compensation

Professional development support

Incentives and bonuses

Job summary

A financial services company is seeking a knowledgeable Financial Advisor to provide expert financial guidance and assistance in investment planning, retirement strategies, and risk management. The ideal candidate will develop customized financial plans and maintain strong client relationships. Flexible work arrangements are available, along with a performance-based compensation structure with unlimited earning potential.

Qualifications

• Currently residing in Metro Manila or nearby areas for client engagement.
• Strong understanding of investment and retirement strategies.
• Ability to build and maintain client relationships.

Responsibilities

• Provide expert financial guidance to clients.
• Develop customized financial plans.
• Monitor clients' accounts and review financial plans.

Skills

Client-focused advice

Investment planning

Risk management

Relationship building

Financial analysis

Education

Bachelor’s degree in any four-year course

Job description

A financial services company is seeking a knowledgeable Financial Advisor to provide expert financial guidance and assistance in investment planning, retirement strategies, and risk management. The ideal candidate will develop customized financial plans and maintain strong client relationships. Flexible work arrangements are available, along with a performance-based compensation structure with unlimited earning potential.