Wealth Adviser (Leads Supported)

Private Advertiser; Santo Niño 1st; On-site; PHP 250,000 - 450,000; Full time

Job summary

Private Advertiser in the Philippines offers a structured path into financial advisory for fresh graduates and mid-career professionals seeking a career transition. You will learn to understand clients' financial goals, provide personalised guidance, and build long-term client relationships within a mentor-supported framework.

This role provides monthly allowance support, leads to help you gain client exposure, and a clear training and mentorship pipeline.

Qualifications

• Diploma or Degree holders.
• Willingness to obtain CMFAS certifications (RES5, M9, M9A, HI).

Responsibilities

• Understand clients' financial goals and concerns.
• Provide personalised financial guidance and solutions.
• Build long-term client relationships.
• Develop communication, advisory, and business skills.

Education

Diploma / Degree holders

Job description

Still looking for a stable career path?

The reality today is that no job is completely risk-free.

Industries change, roles evolve, and technology like AI is reshaping the way we work. While technical skills may change, one thing remains valuable - the ability to understand people, build trust, and provide personalised solutions.

If you are looking for a career where you can continue to grow, develop new skills, and have greater control over your future, this may be worth exploring.

About The Role

We are inviting fresh graduates and mid-career or experience individuals to explore a career in financial advisory.

This is a structured career opportunity with:

• Monthly allowance support

• Performance-based income through commissions and incentives

• Leads support to help you get started

• Structured training and mentorship

No prior financial background is required. We will provide guidance and support to help you develop the necessary knowledge and skills.

What You'll Do

• Understand clients' financial goals and concerns

• Provide personalised financial guidance and solutions

• Build long-term client relationships

• Develop communication, advisory, and business skills

What You'll Gain

• Structured onboarding and mentorship
• Leads support to help you gain client exposure
• Performance-based income growth potential
• Opportunity to develop your own client portfolio over time
• Potential pathway to leadership and team building

Who This May Suit

• Fresh graduates exploring their career direction

• Mid-career professionals considering a career transition

• Individuals who feel limited by traditional career progression

• People who enjoy interacting with others and building relationships

• Those who want more control over their growth and income potential

Who May Not Be Suitable

• Those looking only for a fixed 9-6 routine role

• Those who prefer a purely administrative or desk-based position

Requirements

• Singapore Citizen / Permanent Resident

• Diploma / Degree holders

• Willingness to obtain required CMFAS certifications (RES5, M9, M9A, HI)