Financial Planner

Overview

We are in Pasig, seeking candidates with 1-3 years of experience for a full-time role. The position is hybrid and requires a Bachelor’s degree.

Responsibilities

• Provide financial diagnosis through holistic financial planning and offer solutions to help clients manage and protect their money to reach financial goals.
• Assist clients in preparing retirement plans, educational plans, estate plans, and other financial plans based on individual needs.

Qualifications

• FinTech, Wealth and Asset Management awareness; proficient computer literacy.
• Attention to detail; strong interpersonal and written/verbal communication skills; financially literate.
• Yearly closing experience (financial planning context) is a plus.
• Good internet connection; desktop or laptop required.
• Willing to attend weekly meetings and trainings (online and face-to-face).
• Sales experience is a plus; ma...