Financial Planner

Overview

We are a partnership with the country’s fastest‑growing Life Insurance brand – FWD Life Philippines – and the leading universal bank in the Philippines, Security Bank. We offer a freelance Financial Planner position that allows for part‑time or full‑time work and is supported by extensive mentorship and training.

As a Financial Planner, you will provide holistic financial diagnosis and develop solutions that help clients manage and protect their money to reach their financial goals. Your role includes supporting clients with retirement, educational, estate, and other financial plans, and guiding investment strategy across multiple schemes.

Responsibilities

• Conduct comprehensive financial assessments for prospective and existing clients.
• Develop customized financial plans covering retirement, education, estate, and investment strategies.
• Advise clients on risk management and asset protection to align with their...