Financial Advisor I Metro Manila  

As a Financial Advisor, you get to meet a lot of people and be able to help them achieve better and healthier lives through financial planning.

Your role as an advisor requires:
• Assessing and reviewing the client's current financial situation, to be able to present an appropriate financial plan.
• Discussing and explaining the different types of financial services available and that are fit to their needs.
• Offering solutions such as money and wealth management, savings and investment, life and health insurance, education and retirement fund, estate planning.
• Consistently and continuously monitoring the client's financial status to ensure that their short and long-term goals are achieved.

All these you can do at the comfort of your home as remote/online selling is now allowed ensuring you and your client's safety. This will also allow you to reach and help more people in different parts of the country.

We are looking for individuals who have the heart to help other people by sharing financial literacy. Someone who is goal-driven, hardworking, and has a strong desire for professional and personal growth.

• Candidate must possess at least a Bachelor's/College Degree;
• Owns a laptop or iPad with a stable internet connection for a work from home set-up
• Willing to attend trainings and meetings (online or face to face)
• Has strong analytical and planning skills
• Has good communication and presentation skills
• Candidate may start Part-Time
• Proficient in Word, Excel, and PowerPoint is a plus
• Sales and marketing background is an advantage

*We only entertain and accept serious and responsive applicants