Financial Advisor

Team Sandie Entrepreneurs

£128-255[Monthly]
On-site - Quezon CityNo Exp RequiredBachelorPart-time
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Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Incentives

  • Insurance Health & Wellness

    Life Insurance

  • Professional Development

    Mentorship Program, Professional Development

  • Work-Life Balance

    Flexible Hours, Work from Home

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We are seeking a knowledgeable and client-focused Financial Advisor to provide personalized financial guidance to our clients. The ideal candidate will analyze financial data, recommend strategies, and assist clients in achieving their long-term financial goals, such as retirement planning, investments, and wealth management.


Key Responsibilities:

  • Assess clients’ financial situation, goals, and risk tolerance
  • Develop customized financial plans and investment strategies
  • Recommend appropriate financial products and services
  • Monitor clients’ financial plans and adjust strategies as needed
  • Stay updated on market trends, financial laws, and regulatory changes
  • Build and maintain long-term client relationships
  • Maintain proper documentation and compliance with industry regulations

Bachelor's Degree in ANY course

Wealth Management
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Sandie Joy Asonto

Unit ManagerTeam Sandie Entrepreneurs

Working Location

Unit 509 61 Timog Ave, Diliman, Quezon City, 1103 Metro Manila, Philippines, Condominium South Insula

Posted on 08 May 2025

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