Part-Time Financial Advisor

One Apex Financial Planners; Makati; Hybrid; PHP 223,000 - 558,000; Part time

Benefits offered by this job

Complete training & licensing support

Flexible hybrid work setup

Uncapped commission and bonuses

Ongoing coaching and mentorship

Modern tools and team support

Job summary

A leading financial services company is seeking a Part-Time Financial Advisor to help clients achieve their financial goals. This hybrid role allows for both work from home and office interactions in Makati. With a commission-based compensation structure, candidates will receive full training and licensing support. Ideal applicants are 4-year graduates with sales or people skills who can engage effectively about finances. This role offers a dynamic team environment and ample professional development opportunities.

Qualifications

• Must have a 4-year graduate degree and be based in the Philippines.
• Ready for work-from-home with a good device and internet.
• Able to invest in licensing and onboarding.
• Coachable with a positive attitude.
• Available for flexible hours and trainings in Makati.

Responsibilities

• Conduct client consultations to analyze financial goals.
• Design personalized insurance and investment plans.
• Manage a portfolio of clients and provide long-term guidance.
• Use social media and networking to reach potential clients.
• Attend team huddles and skill-building sessions.

Skills

Sales skills

People skills

Comfort discussing money

Active on social media

Education

4-year degree

Job description

Job Title: Part-Time Financial Advisor (Flexible, Hybrid)

Company: FWD Life Philippines - One Apex Branch

Location: One Ayala, Makati (Work From Home + Office)

Schedule: Part-Time, Flexible (15-20 hours/week)

Compensation: Commission-Based + Cash Incentives

About the Role:

Start a rewarding career in financial planning. Get full training, obtain your licenses, and learn a proven system to help clients achieve their goals. Build your own practice with our support.

You Are:

• A 4-year graduate based in the Philippines.
• WFH-ready (good device & internet).
• Able to invest in your licensure & onboarding.
• Coachable with a positive attitude.
• Available for flexible hours and required trainings/meetings in Makati.

A Plus If You:

• Have sales or people skills.
• Can talk comfortably about money.
• Live near Makati.
• Are interested in finance.
• Are active on social media.

Our Team is STRCT:

• Strategicwith proven systems.
• Trustworthyand ethical.
• Relationship-Centric, building lifelong partnerships.
• Transparentin all communications.

Key Responsibilities:

• Client Consultation: Conduct virtual or FTF meetings to analyze clients' financial goals.
• Financial Needs Analysis: Design personalized insurance and investment plans.
• Relationship Building: Manage a portfolio of clients and provide long-term financial guidance.
• Market Growth: Use social media and networking to reach and educate potential clients.
• Professional Development: Attend weekly team huddles and skill-building sessions.

What We Give You:

• Complete training & licensing support.
• Flexible hybrid work setup.
• Uncapped commission + bonuses.
• Ongoing coaching & mentorship.
• Modern tools and team support.

How to Apply:

1. Submit your CV.
2. Phone Interviewif shortlisted.
3. Career Preview Eventat our One Ayala, Makati branch for finalists.

Start your journey. Submit your CV today!