Personal Finance Wellness Advisor

AXA Philippines - Glendiesse Reyes

Villasis

On-site

PHP 300,000 - 600,000

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 toward better financial well-being. You will assess needs, build plans, and explain products across budgeting, savings, insurance, and retirement planning.

In this client-facing role, you will educate on investments, monitor progress, and adapt strategies as life events occur. Strong communication, analytical skills, and a client-first mindset are essential to provide tailored recommendations and

Qualifications

Strong communication and interpersonal skills.
Ability to analyze financial information and tailor 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.