Remote Financial Consultant - Entry Level Client Advisory

STACKph; Pasay; Hybrid; PHP 223,200 - 334,800; Full time

Job summary

STACKph is seeking entry-level financial planning and client service professionals to advise clients on investment strategies and financial products. The role focuses on analyzing client status, making recommendations, and building lasting relationships in a supportive office environment.

Required is a Bachelor's degree in Finance or related field, with 0–2 years of experience. Proficiency in English and CRM familiarity are preferred, and there are opportunities for remote work within a

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field preferred.
• Entry-level: 0–2 years.
• Proficient in English, strong customer service skills, excellent problem-solving abilities.
• Team player with a positive attitude and a willingness to learn.
• Knowledge of Salesforce or similar CRM software is a plus.
• Primarily office-based with opportunities for remote work.

Responsibilities

• Advise clients on financial planning and investment strategies.
• Analyze client financial status and make recommendations.
• Assist clients in understanding financial products and services.
• Develop and maintain strong relationships with clients.
• Stay updated on financial regulations and market trends.

Skills

Customer service

Problem solving

Team player

English proficiency

Education

Bachelor's degree in Finance or related field

Tools

Salesforce

CRM software

Job description

STACKph is seeking entry-level financial planning and client service professionals to advise clients on investment strategies and financial products. The role focuses on analyzing client status, making recommendations, and building lasting relationships in a supportive office environment.

Required is a Bachelor's degree in Finance or related field, with 0–2 years of experience. Proficiency in English and CRM familiarity are preferred, and there are opportunities for remote work within a