Personal Finance Coach & Wealth Planner

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

Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families in achieving financial wellbeing through tailored plans and ongoing support. The role focuses on budgeting, savings, investments, insurance, retirement planning, and education funding.

You will assess client needs, develop personalized strategies, educate on financial concepts, and monitor progress while staying current with market trends and regulatory changes.

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.

Skills

Financial Planning

Relationship Building

Sales Skills

Advisory Skills

Problem Solving

Time Management

Presentation

Communication Skills

Education

Certifications/licenses

Job description

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families in achieving financial wellbeing through tailored plans and ongoing support. The role focuses on budgeting, savings, investments, insurance, retirement planning, and education funding.

You will assess client needs, develop personalized strategies, educate on financial concepts, and monitor progress while staying current with market trends and regulatory changes.