Financial Advisor

₱20-40K[Monthly]
On-site - MakatiFull-time1-3 Yrs ExpBachelor
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Job Description

financial advisor

Description

We are seeking a skilled and dedicated Financial Advisor to join our team. The ideal candidate will be responsible for providing financial guidance to clients by understanding their goals, analyzing their financial status, and offering expert advice on investments, retirement planning, tax strategies, and risk management. As a Financial Advisor, you will build and manage client relationships, develop personalized financial plans, and help clients achieve financial security and success.

Requirement

- Bachelor’s Degree

- Strong knowledge of investment products, retirement plans, tax strategies, and financial markets.

- Excellent interpersonal, communication, and presentation skills.

- Ability to build and maintain strong relationships with clients.

- Strong analytical and problem-solving skills.

- Ability to work independently and manage time effectively.

Belen E. pujol

General Agency Soliciting OfficerFinancial Space Insurance Agency Inc. - Insular Life

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Working Location

Makati City, Makati City, Metro Manila, Philippines

Posted on 05 November 2024

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