Financial Advisor


Philippines Remote

Full time

US$30-200k (monthly)

Oct 30

This job is no longer accepting applications.

Job Description


Mission: To provide financial freedom to every Filipino family through client-centered financial coaching.

☑️ Provide advice and guidance to clients regarding financial planning and portfolio management

☑️ Help clients build, diversify & monitor their wealth portfolio

☑️ Build long term relationship with clients

BE PART OF OUR TEAM and enjoy the following benefits:

📈 Training, Development & Mentoring Program

⌚ Time Freedom: Work at your own pace/flexible working hours

🤝 Environment: Professional colleagues & fun working environment

💰 Capital Support: Allowance, incentives/bonuses & travel incentives

Minimum Qualifications

✔️ Good communication and presentation skills

✔️ Excellent problem-solving skills

✔️ Residing/working within Metro Manila (NCR) (has no issues going to Makati office at least twice a week, after ECQ)

✔️ Work experience - Bank Branch Managers, Relationship Managers, Account/Sales Officers. Who would like to shift to the insurance industry full-time to explore opportunities with us as an independent-contracted Wealth Portfolio Manager.

✔️ We will also consider candidates from other industries- Pharmaceuticals, BPO, Premium Item Sales, Tourism/Hospitality, Education/Private School Teachers, and Real Estate.

✔️ We have the right program to help you transition from employee to entrepreneur.

Perks and Benefits


 Work from Home

 Performance Bonus

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