Job Title: Financial Coach
Location: Unit 173, 17th Floor Columbia Tower Brgy. Wack-wack, Ortigas Ave. Mandaluyong City
Job Type: Full-time/Part-time
Job Summary
- We are seeking a knowledgeable, client-focused Financial Advisor to join our team. The ideal candidate will provide expert financial guidance to clients by helping them achieve their short- and long-term financial goals.
- This includes investment planning, retirement strategies, risk management, and estate planning. The Financial Advisor will build strong client relationships and deliver personalized financial advice with the highest level of professionalism and ethical standards.
Key Responsibilities
- Assess clients financial goals, current financial situations, and risk tolerance.
- Develop customized financial plans, including investments, savings, insurance, and retirement strategies.
- Advise clients on asset allocation, portfolio management, and investment options.
- Monitor clients accounts and regularly review financial plans to ensure goals are on track.
- Stay informed about financial trends, regulations, and products to provide up-to-date advice.
- Cultivate and maintain long-term relationships with clients through regular communication and exceptional service.
- Comply with all industry rules and regulations
- Generate new business through referrals, networking, and prospecting.
Required Qualifications
- Bachelors degree in any four-year course from an accredited institution.
- Must be currently residing in Metro Manila or nearby areas for ease of client engagement and occasional in-person meetings.
Compensation & Benefits
- Flexible work arrangements available (hybrid or remote setup based on role requirements and performance)
- Performance-based compensation structure with unlimited earning potential through commissions.
- Support for professional development, including training programs and assistance with licensing requirements.
- Opportunities for incentives, bonuses, and recognition programs based on individual and team achievements.
