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Financial Wealth Planner
Salary: Salary to be discussed
Posted a year ago
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Job Description:
A Financial Wealth Planner is responsible for providing expert financial advice and tailored wealth management solutions to clients. This role involves building and maintaining strong client relationships, understanding their financial aspirations, and developing comprehensive plans that encompass investments, retirement planning, risk management, estate planning, and more. The ideal candidate is a highly motivated, client-focused individual with a deep understanding of financial markets and a passion for helping others secure their financial future.
Requirements:
Educational Background:
Minimum: At least a College Graduate (Bachelors Degree). candidates with a 2-year college level/graduate with at least 2 years of working experience.
Licenses and Certifications (Required Post-Hiring):
Willingness to be Licensed: This is a crucial requirement. Successful candidates must be willing to undergo extensive training and pass the necessary licensure exams.
Insurance Commission Licensure: This is mandatory to sell insurance policies in the Philippines. FWD will typically guide and support you through this process. This usually involves passing exams for both Traditional Life and Variable Life insurance.
Job Details:
Category:
Salary: Salary to be discussed
Type: Part Time -
Location: Makati City
With Upfront Fee(s):
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