Wealth Planning Specialist - Build Client Financial Futures

Finnovate; Hinoba-an; On-site; PHP 500,000 - 800,000; Full time

Benefits offered by this job

Paid Time off

Parental Leave

Professional Development

Recognition & Incentives

Company Events

Employee Recognition

Employee Referral Program

Job summary

Finnovate is actively seeking an experienced financial advisor to help clients navigate financial planning and wealth management in a dynamic market. You will identify prospects, assess needs, and present tailored investment solutions while cultivating long-term relationships.

You will stay informed on market trends and regulatory changes, delivering guidance to clients and refining plans for better outcomes.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• CFP certification is preferred.
• NISM XA – XB qualification is required or preferred.
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management, communication, and interpersonal skills.
• Analytical mindset with ability to assess financial data and provide strategic recommendations.
• Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Responsibilities

• Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
• Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
• Advise individuals on informed financial decisions to support long-term financial security and growth.
• Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
• Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice.
• Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes.
• Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.

Skills

Financial planning knowledge

Investment strategies

Wealth management

Stakeholder management

Communication skills

Analytical mindset

Self-motivation

Goal orientation

Education

Bachelor’s degree in finance or economics

CFP certification preferred

NISM XA – XB qualification

Job description

Finnovate is actively seeking an experienced financial advisor to help clients navigate financial planning and wealth management in a dynamic market. You will identify prospects, assess needs, and present tailored investment solutions while cultivating long-term relationships.

You will stay informed on market trends and regulatory changes, delivering guidance to clients and refining plans for better outcomes.