Any
Php 25,000 - Php 40,000
10
Sep 27, 2024
Overview: As a wealth advisor your primary responsibility will be to guide clients in saving, investing, and protecting their financial resources. You will be mentored by seasoned professionals, with clear pathways to leadership roles and opportunities for free travel, both domestically and internationally.
Key Responsibilities:
Provide personalized financial coaching to help clients achieve their medium to long-term financial goals.
Address client queries and recommend appropriate financial products based on individual needs.
Deliver expert advice on managing and optimizing financial resources.
Qualifications:
Bachelor’s degree in any 4-year course.
Strong interpersonal skills with a passion for learning.
Reliable internet connection.
Owns a laptop (a tablet is a plus).
Benefits:
Competitive allowances, bonuses, health insurance, and a savings plan.
Participation in company events and exclusive travel opportunities.