Part-Time Financial Advisor - Flexible Hours

Pru Life U.K - Team Vin; Makati; Hybrid; PHP 100,000 - 160,000; Part time

Job summary

A financial services company is seeking part-time financial advisors to assist clients with financial planning and investments. Responsibilities include meeting with clients, developing financial plans, and planning for short- and long-term goals. Candidates should be graduates of any 4-year course and willing to be trained. This position offers a work-from-home opportunity, ideally for those residing in the Greater Manila Area.

Qualifications

• Candidates should be willing to be trained and coached.
• Must be residing and working in the Greater Manila Area or nearby provinces.
• Fresh graduates are welcome to apply.
• Willing to be trained and coached.
• Must be residing and working in the Greater Manila Area or nearby provinces.
• Willing to attend online meetings and trainings.

Responsibilities

• Meet with clients to understand their needs and financial goals.
• Develop financial plans based on client statements and legislation.
• Help clients plan for their short- and long-term goals.
• Financial advisors use financial statements and legislation to create financial plans to help clients reduce debt or maximize profitability.
• Planning for short- and long-term goals
• Financial advisors help clients plan for short- and long-term goals, such as saving for retirement or budgeting for education.

Skills

Financial planning

Client meeting and consultation

Budgeting

Debt reduction strategies

Education

Graduate of any 4-year course

Fresh graduates are welcome to apply

Job description

Overview

The financial advisor position is a part-time, work-from-home career opportunity that will allow the candidate to help his/her clients with financial planning and investments, including:

Responsibilities

• Meeting with clients
• Financial advisors meet with clients to understand their needs and financial goals, and to obtain financial statements.
• Developing financial plans
• Financial advisors use financial statements and legislation to create financial plans to help clients reduce debt or maximize profitability.
• Planning for short- and long-term goals
• Financial advisors help clients plan for short- and long-term goals, such as saving for retirement or budgeting for education.

Qualifications

• Graduate of any 4-year course
• Fresh graduates are welcome to apply
• 21-50 years old (46-50 with managerial position)
• Willing to be trained and coached
• Must be residing and working in the Greater Manila Area or nearby provinces
• Willing to attend online meetings and trainings