Remote Part-Time Financial Planner & Advisor

Pru Life U.K - Team Vin; Makati; Hybrid; PHP 100,000 - 160,000; Part time

Job summary

A financial services company is seeking part-time financial advisors to assist clients with financial planning and investments. Responsibilities include meeting with clients, developing financial plans, and planning for short- and long-term goals. Candidates should be graduates of any 4-year course and willing to be trained. This position offers a work-from-home opportunity, ideally for those residing in the Greater Manila Area.

Qualifications

• Candidates should be willing to be trained and coached.
• Must be residing and working in the Greater Manila Area or nearby provinces.
• Fresh graduates are welcome to apply.

Responsibilities

• Meet with clients to understand their needs and financial goals.
• Develop financial plans based on client statements and legislation.
• Help clients plan for their short- and long-term goals.

Skills

Financial planning

Client meeting and consultation

Budgeting

Debt reduction strategies

Education

Graduate of any 4-year course

Job description

A financial services company is seeking part-time financial advisors to assist clients with financial planning and investments. Responsibilities include meeting with clients, developing financial plans, and planning for short- and long-term goals. Candidates should be graduates of any 4-year course and willing to be trained. This position offers a work-from-home opportunity, ideally for those residing in the Greater Manila Area.