Part-time Financial Advisor (Hybrid)

Wolf Summit Life Insurance Agency; Makati; On-site; PHP 350,000 - 600,000; Full time

Job summary

Wolf Summit Life Insurance Agency is seeking a candidate to deliver personalized investment solutions and help clients work toward long-term financial goals. You will be comfortable creating financial plans and cross-checking information for accuracy, providing planning support to clients and assisting investment professionals in cultivating relationships.

The role focuses on delivering precise financial planning assistance and strengthening client partnerships within the investment advisory

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy