Wealth Planner - Hybrid, Commission & Growth Bonuses

FWD - Annapurna Branch; Makati; Hybrid; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Commission

Performance Bonus

Employee Recognition Program

Flexible Hours

Retirement Plan

Company Social Events

Job summary

A financial consulting firm in Makati seeks a Financial Advisor with experience in client-facing roles. Responsibilities include providing tailored financial advice, analyzing data for personalized plans, and maintaining strong client relationships. The ideal candidate should be detail-oriented, possess strong problem-solving and communication skills, and be capable of meeting targets. This role offers a hybrid work arrangement, ensuring flexibility while fostering professional growth.

Qualifications

• 1–3 years experience in financial consulting, advisory, sales, or client-facing roles is an advantage.
• Ability to work independently and in a team environment.
• Wealth management knowledge.

Responsibilities

• Provide financial advice to clients on insurance, savings, and budgeting.
• Build and maintain strong client relationships for long-term success.
• Stay updated with industry trends, insurance products, and financial solutions.

Skills

Financial advisory

Strong problem-solving skills

Communication Skills

Consultative Sales

Detail-oriented

People Oriented

Strong Lead Management

Education

Diploma

Job description

A financial consulting firm in Makati seeks a Financial Advisor with experience in client-facing roles. Responsibilities include providing tailored financial advice, analyzing data for personalized plans, and maintaining strong client relationships. The ideal candidate should be detail-oriented, possess strong problem-solving and communication skills, and be capable of meeting targets. This role offers a hybrid work arrangement, ensuring flexibility while fostering professional growth.