0-2 years
13 days ago
Job Description

Role Description

This is a part-time hybrid role for a Financial Advisor located in Makati, with flexibility for some remote work. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients. The Financial Advisor will also be responsible for maintaining client relationships, managing portfolios, and staying up to date with financial industry trends.


  • Strong knowledge of Financial Planning, Finance, Retirement Planning, and Investments
  • Proven experience in Financial Advisory
  • Ability to communicate complex financial concepts in simple terms
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Bachelor's or Master's degree in Finance, Business, or related field
  • Relevant certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), are preferred
  • Experience with financial modeling and analysis software is a plus