Wealth Advisor: Client Growth & Planning (Remote Options)

PDC insurance Agency Inc.; Makati; On-site; PHP 334,800 - 502,200; Full time

Job summary

A financial services firm in Makati is seeking a Financial Planner to provide personalized financial planning and investment strategies to clients. The role involves analyzing client portfolios, building client relationships, and ensuring compliance with financial regulations. Candidates should possess a Bachelor's degree in finance or business and have 1-3 years of experience. Strong consultative sales skills and excellent communication are essential.

Qualifications

• 1-3 years of work experience in any field.
• Strong consultative sales and online sales skills.
• Excellent communication, empathy, and a results-driven mindset.

Responsibilities

• Provide personalized financial planning and investment strategies.
• Analyze client portfolios for growth recommendations.
• Build and maintain client relationships through communication.

Skills

Consultative sales skills

Online sales skills

Excellent communication

Empathy

Results-driven mindset

Education

Bachelor’s degree in finance, business, or related field

Job description

A financial services firm in Makati is seeking a Financial Planner to provide personalized financial planning and investment strategies to clients. The role involves analyzing client portfolios, building client relationships, and ensuring compliance with financial regulations. Candidates should possess a Bachelor's degree in finance or business and have 1-3 years of experience. Strong consultative sales skills and excellent communication are essential.