Hybrid Financial Advisor: Retirement & Wealth Planning

Manulife Philippines; Lapu-Lapu; Hybrid; PHP 240,000 - 480,000; Full time

Job summary

Manulife Philippines is seeking a dedicated Financial Advisor for a full-time role in Dumaguete with hybrid work flexibility. You will provide tailored financial guidance to individuals and families, assessing needs and designing plans that align with goals and risk tolerance.

Responsibilities include meeting clients, explaining insurance and investment solutions, reviewing plans periodically, and staying compliant with regulations while building a strong client portfolio through networking.

Qualifications

• Provide tailored financial guidance to individuals and families.

Responsibilities

• Meeting clients.
• Explaining insurance and investment solutions.
• Reviewing plans periodically.
• Staying compliant with regulations.
• Building a strong client portfolio through networking.

Skills

Client meetings

Financial planning

Regulatory compliance

Insurance and investments

Needs assessment

Job description

Manulife Philippines is seeking a dedicated Financial Advisor for a full-time role in Dumaguete with hybrid work flexibility. You will provide tailored financial guidance to individuals and families, assessing needs and designing plans that align with goals and risk tolerance.

Responsibilities include meeting clients, explaining insurance and investment solutions, reviewing plans periodically, and staying compliant with regulations while building a strong client portfolio through networking and