Financial Advisor
Philplans First Inc.
Job Description
Benefits
Employee Recognition and Rewards
Commission, Incentives
Insurance Health & Wellness
Life Insurance, HMO
Description
- Provide personalized financial advice to clients.
- Develop and implement tailored investment strategies.
- Assess client financial needs and goals.
- Monitor market trends and portfolio performance.
- Build and maintain strong client relationships.
- Educate clients on various financial products and services.
- Ensure compliance with financial regulations and ethical standards.
Requirements
- Educational Qualifications: High School Diploma or Senior High School certificate.
- Experience Level: Less than 1 year of relevant experience in financial advising or related fields.
- Skills and Competencies: Excellent communication skills to effectively convey financial concepts.
- Working Conditions: Office environment with potential for remote work; may involve client meetings.
- Qualities and Traits: Strong interpersonal skills, detail-oriented, trustworthy, and proactive in problem-solving.
Lovely Marimla
assistant branch managerPhilplans First Inc.
Working Location
216 2/F Nepo III bldg, Plaridel St. Angeles City
Posted on 16 April 2025
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