Personal Finance Coach & Planner

AXA Philippines - Glendiesse Reyes

Alcala

On-site

PHP 250,000 - 550,000

Full time

6 days ago

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Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families in budgeting, saving, insurance, retirement planning, and investments. The role emphasizes educating clients, tailoring strategies, and building lasting relationships with ongoing support.

Ideal candidates will have strong communication, analytical abilities, and a client-focused mindset. Certifications or licenses may be required depending on the organization and country, with ongoing market

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 the 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.