Financial Advisor

Philplans First Inc.

急招
＄350-700[月薪]
混合办公 - 安杰利斯少于1年工作经验高中全职
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职位描述

福利待遇

  • 员工表彰与奖励

    提成, 奖励机制

  • 健康保险

    人寿保险, 健康维护组织

职位描述

  • Provide personalized financial advice to clients.
  • Develop and implement tailored investment strategies.
  • Assess client financial needs and goals.
  • Monitor market trends and portfolio performance.
  • Build and maintain strong client relationships.
  • Educate clients on various financial products and services.
  • Ensure compliance with financial regulations and ethical standards.


职位要求

  • Educational Qualifications: High School Diploma or Senior High School certificate.
  • Experience Level: Less than 1 year of relevant experience in financial advising or related fields.
  • Skills and Competencies: Excellent communication skills to effectively convey financial concepts.
  • Working Conditions: Office environment with potential for remote work; may involve client meetings.
  • Qualities and Traits: Strong interpersonal skills, detail-oriented, trustworthy, and proactive in problem-solving.
沟通技能
Preview

Lovely Marimla

assistant branch managerPhilplans First Inc.

三天内活跃

工作地址

216 2/F Nepo III bldg, Plaridel St. Angeles City

发布于 16 April 2025

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Philplans First Inc.

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不超过50人

保险

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Futura/ Nova Plan 20/ Memorial Fund-Plus

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