Personal Finance Coach & Advisor

AXA Philippines - Glendiesse Reyes; Malasiqui; On-site; PHP 300,000 - 540,000; Full time

Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help individuals and families understand, manage, and improve their financial well-being. The role involves guiding budgeting, savings, investments, insurance, retirement planning, and education funding to help clients reach short-term and long-term goals.

You will assess clients' situations, develop personalized plans, educate on financial concepts, and stay updated on market trends and regulations while building lasting

Qualifications

• Strong communication and interpersonal skills.
• Ability to analyze financial information and create tailored recommendations.
• Goal-oriented and client-focused mindset.
• Knowledge of financial planning, insurance, and investment products.
• Relevant certifications or licenses may be required, depending on organization and country.

Responsibilities

• Assess clients' financial situations, goals, and risk tolerance.
• Develop personalized financial plans and strategies.
• Educate clients on financial concepts, products, and investment options.
• Recommend suitable insurance, savings, and investment solutions.
• Monitor clients' progress and review financial plans regularly.
• Build and maintain strong client relationships through ongoing support.
• Stay updated on financial market trends, regulations, and industry developments.
• Assist clients in making informed financial decisions during major life events.

Skills

Communication

Financial analysis

Client focus

Financial products knowledge

Licenses/certifications

Job description

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help individuals and families understand, manage, and improve their financial well-being. The role involves guiding budgeting, savings, investments, insurance, retirement planning, and education funding to help clients reach short-term and long-term goals.

You will assess clients' situations, develop personalized plans, educate on financial concepts, and stay updated on market trends and regulations while building lasting