Financial And Wealth Planner

Job Description

A Wealth Planner is a professional who provides advice and guidance to individuals, businesses, or organizations regarding financial matters. Their job description typically includes:

• Actively looks out for potential clients, understand their financial goals and assist in creating strategies to achieve them
• Coaches people about building funds for education, retirement, medium to long term goals and legacy planning
• Identifies a person’s financial risks and provide solution-based recommendations
• Educates people about investments, personal finance, insurance, and other financial instruments
• Conducts financial seminars
• Provides great customer service
  
  

• Graduate of any 4-year course
• Resident of Metro Manila and nearby provinces
• Ability to work independently and as part of a team
• Self-motivated with a strong work ethic
• Results-driven and have a growth mindset
• No experience required but have eagerness to learn
• Willing to attend onsite meetings in Makati (two Saturdays a month)
• Good communication and presentation skills
• Computer literate and proficient in Microsoft Office applications