Hybrid Financial Advisor: Retirement & Wealth Planning

Manulife Philippines; Lapu-Lapu; Hybrid; PHP 360,000 - 600,000; Full time

Benefits offered by this job

Hybrid work model

Full-time role

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 and

Qualifications

• Bachelor’s degree in finance, business, economics, or related field preferred.
• Professional certifications (e.g., CFP) are an advantage.
• Strong skills in financial planning and advisory to assess client needs and design strategies.
• Solid understanding of finance and investments to explain products and wealth-building.
• Excellent communication and interpersonal skills for clear explanations.
• High integrity, professionalism, and regulatory compliance.
• Proven client relationship management abilities and a customer-centric mindset.
• Ability to work in a hybrid environment and meet targets.

Responsibilities

• Provide comprehensive financial guidance to individuals and families.
• Assess financial needs and develop tailored financial plans.
• Recommend insurance and investment solutions and present suitable strategies.
• Meet with clients, review financial situations, and adjust plans as goals change.
• Educate clients on retirement planning, risk management, and wealth accumulation.
• Maintain accurate records and ensure regulatory compliance.
• Build and sustain a client portfolio through networking and referrals.

Skills

Financial planning

Financial advisory

Retirement planning

Communication skills

Integrity and ethics

Relationship management

Hybrid work

Networking

Education

Bachelor’s degree in finance, business, or economics

CFP certification (advantage)

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