Financial wealth planner

Company Description FWD D11 District is a collaborative team of Financial Wealth Planners and Managers dedicated to helping individuals achieve financial security and peace of mind. The district focuses on expanding its positive impact by guiding clients toward worry-free, hope-filled lives through tailored financial solutions. Team members work together to empower clients with clear strategies and practical tools for a stronger financial future. Joining FWD D11 District means contributing to a mission-driven environment that values growth, service, and long-term client relationships.

Role Description The Financial Wealth Planner is a part-time, on-site role based in Quezon City. This role involves meeting with clients to understand their financial goals, assessing their current financial situation, and developing personalized financial plans. Daily tasks include providing guidance on investments and insurance solutions, monitoring client portfolios, and conducting regular reviews to ensure plans remain aligned with client objectives. The Financial Wealth Planner also educates clients on financial concepts, maintains accurate records, and collaborates with team members to deliver comprehensive wealth management services.

Qualifications

• Candidates should possess strong skills in Financial Planning and Finance to analyze client needs and design effective strategies.
• Candidates should possess expertise in Investments and Investment Management to recommend suitable products and manage portfolios responsibly.
• Candidates should possess knowledge of Insurance to integrate protection solutions into overall financial plans.
• Candidates should have excellent communication and interpersonal skills to build trust and explain complex concepts clearly.
• Candidates should demonstrate integrity, professionalism, and a client-focused mindset, with the ability to work on-site in Quezon City.
• A background in business, finance, economics, or a related field, and relevant certifications or licenses, would be beneficial.