Financial Advisor

Team Sandie Entrepreneurs

R$912-1.8K[Mensual]
No - Cidade do QuezonSem necessidade ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Incentivos

  • Saúde e Bem-Estar

    Seguro de Vida

  • Desenvolvimento Profissional

    Programa de Mentorship, Desenvolvimento Profissional

  • Balanço de Vida

    Horas Flexíveis, Trabalho de casa

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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

Gestão de Riqueza
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Sandie Joy Asonto

Unit ManagerTeam Sandie Entrepreneurs

Local de trabalho

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

Postado em 08 May 2025

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