Financial Advisor

Intelegencia

₱25-30K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish | Filipino

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Benefits

  • Employee Recognition and Rewards

    Performance Bonus

  • Insurance Health & Wellness

    Life Insurance

  • Professional Development

    Career Development

  • Time Off & Leave

    Unlimited or Flexible PTO

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Description

Are you looking for a rewarding and flexible career where you can grow professionally while helping others secure their financial future?

Whether you’re a fresh graduate, career shifter, or looking for a part-time side hustle — this role is designed to help you thrive with the right training, mentorship, and support.


  • Meet with clients to assess their financial needs and goals
  • Develop personalized financial plans and investment strategies
  • Recommend suitable financial products and services (e.g., stocks, bonds, insurance, mutual funds)
  • Monitor clients' financial situations and adjust plans as needed
  • Stay current on market trends, tax laws, and financial products
  • Maintain compliance with all financial regulations and ethical standards
  • Build and maintain strong client relationships through regular follow-ups
  • Educate clients on risks and opportunities in the financial markets
  • Use financial software to track and analyze client portfolios


What We Offer:

  • Flexible work hours (perfect for part-timers, parents, or those with full-time jobs)
  • High income potential (commission-based + bonuses)
  • Free training and accredited licensing support
  • Career growth and promotion opportunities
  • Personal and professional development
  • Travel incentives and performance rewards

Requirements

  • Open to graduates of any course (fresh grads welcome!)
  • No experience required — free training and licensing support provided
  • Must be coachable, self-driven, and willing to learn
  • Strong communication and interpersonal skills
  • Willing to work remotely and manage your own schedule
Insurance
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Marvin Berdin

Sourcing SpecialistIntelegencia

Reply 2 Times Today

Posted on 02 July 2025

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