Financial Advisor | Learn Investing PH  

• Financial Advisors are quality financial advocates hereby to assess client's needs and offer financial services. This helps advisors customize plans to suit a client’s requirements.
• Assess the client's financial needs and create future financial solutions.
• Assist in developing sound and realistic financial plans.
• Proactively market different investment instruments to prospective clients and family members.
• Conducts regular financial planning services and policy reviews to individual clients.

Our success is anchored on our guiding principles of always listening and always understanding. We take the risk out of people's lives. We are the trusted leaders who listen and respond to the financial needs of the Filipino people.

We are committed to:

• dealing honestly and fairly with our public;
• exceeding customer expectation and services and products;
• caring for the well-being and development of our people;
• giving up a fair return to our stakeholders, and
• contributing to the development of the Filipino community

Our guiding principles

• We maintain and develop the company's reputation for integrity, fair dealing, and security.
• We work as a team, as a family, unified in purpose, treating each other with respect and care in an atmosphere of mutual trust and in a happy working environment.
• We promote the art of listening as it is only in listening to the needs of our customers that we can know and understand their specific needs.
• We communicate openly and constantly with our customers and our own people.
• We develop ourselves continually to our fullest potential to keep improving the quality of everything we do.
• We maintain a strong financial position to meet our promise of financial stability to all our customers.
• We are accurate and timely.
• We have a strong sense of responsibility and will work toward the achievement of the Philippines' economic growth.

• Strong analytical and planning skills;
• Good communication and presentation skills;
• Excellent problem-solving skills;
• At least a College Graduate, Finance Major has an advantage but not a requirement
• With access to the Internet
• Willing to attend training/meetings five times a month in our office in Ortigas.
• Team player, highly trainable and with a positive attitude towards work, people and life.
• Confident and with pleasing personality
• Aggressive and results-oriented.