Responsibilities

• Helps clients create financial plans to achieve their goals.
• Answers client's financial questions and addresses concerns.
• Builds long-term client relationships.
• Collaborates with other financial planners.
• We assess the financial needs of individuals and help them with decisions on investments and insurance.
• We help clients plan for short- and long-term goals, such as budgeting for expenses and saving through investments.

Benefits

• Limitless Income Potential
• Local and International Travels
• Cash Incentives
• Awards and Recognition
• Career and Personal Growth
• Savings and Retirement Plan
• Health Maintenance Organization (HMO)
• Work-Life Balance with Time Freedom

Qualifications

• Has the heart to educate about Financial Literacy and advocate for the well-being of Filipino familie...