Financial Advisor

Gaces Insurance Services

R$1.9-3.8K[Mensual]
No - PasigSem necessidade ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Balanço de Vida

    Horas Flexíveis, Trabalho de casa

Descrição:

This is a flexible, part-time opportunity (2–3 hours per day) where you will play a key role in providing comprehensive financial planning services to our growing client base.


What You'll Be Doing

  • Conduct detailed financial assessments to understand clients' unique goals and circumstances
  • Develop tailored financial plans covering investments, insurance, retirement, and other key areas
  • Present financial recommendations to clients in a clear and compelling manner
  • Build long-term, trusted relationships with clients by providing ongoing support and advice
  • Stay up-to-date with the latest financial products, regulations, and industry trends


Benefits & Support

  • Flexible work arrangements to help you balance work and life priorities
  • Comprehensive training and development programs to enhance your financial planning expertise
  • Opportunities to collaborate with a talented, multidisciplinary team of professionals
  • A positive, client-centric culture that values innovation, integrity, and work-life balance


Apply now to join our team as a Part-Time Financial Advisor and take the first step towards a rewarding career in financial planning.

Requisito

Educational Background

  • Bachelor’s degree


Personal Attributes

  • Excellent communication and interpersonal skills.
  • Self-motivated with a strong drive to achieve goals.
  • Ability to educate and guide clients in making sound financial decisions.
  • Professional appearance and demeanor.


Other Requirements

  • Willingness to attend trainings, seminars, and networking events.
  • Ability to work flexible hours and travel for client meetings.
  • Familiarity with regulatory compliance and industry best practices.
Habilidades InterpessoaisHabilidades de Comunicação
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Jezreel Mae Gaces

Assistant Unit ManagerGaces Insurance Services

Ativo dentro de sete dias

Local de trabalho

The Orient Square

Postado em 14 August 2025

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