Financial Advisor (Full-Time / Part-Time)

₱20-40K[Monthly]
RemoteFull-time1-3 Yrs ExpBachelor
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish, Tagalog

Job Description

financial advisor

Description

Are you passionate about helping others achieve their financial goals? Join our dynamic team as a Financial Advisor and enjoy the flexibility of remote work while making a meaningful impact on our clients' lives. Whether you are seeking a full-time career or a part-time opportunity, we offer an engaging environment where your financial expertise can thrive.



  • Client Consultation: Provide personalized financial advice and solutions to clients based on their unique financial situations and goals.
  • Financial Planning: Develop and implement comprehensive financial plans, including investments, retirement, estate planning, and insurance.
  • Market Research: Stay updated on financial markets, trends, and products to offer informed recommendations.
  • Relationship Building: Cultivate and maintain strong relationships with clients to understand their evolving needs and objectives.
  • Compliance: Adhere to regulatory requirements and company policies to ensure ethical and legal practices.
  • Growth Initiatives: Actively seek new clients and opportunities to expand your client base and grow your financial advisory practice.

Requirements

  • Experience: Previous experience in financial advisory, banking, or related fields is preferred but not required.
  • Education: Bachelors Degree
  • Skills: Strong analytical skills, excellent communication abilities, and a client-focused mindset.
  • Tech-Savvy: Comfortable with online tools and platforms for virtual meetings and financial analysis.
  • Benefits:
  • Online/Remote Work: Enjoy the freedom to work from anywhere at any time.
  • Work-Life Balance: Achieve a healthy balance between your professional and personal life.
  • Unlimited Income Opportunity: Your earning potential is only limited by your drive and dedication.
  • Free Local and International Trips: Earn opportunities to travel through performance-based incentives.
  • Professional and Personal Growth: Access resources and training to advance your career and personal development.
  • Awards and Recognition: Be acknowledged for your achievements and contributions to the team.
  • Bonuses and Incentives: Receive additional compensation based on performance and results.
  • Work Location: BGC, Taguig City, Philippines

Reynita Dumlao95% Response rate

Tolentino Life Insurance Agency (Pru Life UK)HR Officer

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Posted on 13 September 2024

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