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 multiplying its impact and extending its reach through tailored financial solutions and guidance. Team members work together to empower clients to build worry-free, hope-filled lives and a more stable financial future. Joining D11 means becoming part of a mission-driven environment that values growth, professional development, and meaningful client relationships.

Role Description This part-time on-site Financial Wealth Planner role is based in Quezon City and focuses on guiding clients toward their financial goals. Day-to-day responsibilities include meeting with clients to assess their financial needs, developing personalized financial plans, and recommending suitable investment and insurance solutions. The role involves monitoring client portfolios, reviewing financial strategies regularly, and adjusting plans as market conditions or client circumstances change. The Financial Wealth Planner will also educate clients on financial concepts, maintain accurate records, and collaborate with the district team to ensure high-quality service and long-term client relationships.

Qualifications

• Candidates should possess strong skills in Financial Planning and Finance to assess client needs and design comprehensive strategies.
• Candidates should possess solid competencies in Investment Management and Investments to construct and review diversified portfolios.
• Candidates should possess relevant knowledge in Insurance to recommend appropriate protection and risk management solutions.
• Relevant bachelor's degree in finance, economics, business, accounting, or a related field is preferred.
• Professional certifications (e.g., financial planner or wealth management credentials) are an advantage.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail.
• Excellent interpersonal and communication skills, with the ability to explain complex concepts clearly and build trust with clients.
• High level of integrity, ethical judgment, and commitment to client confidentiality.
• Ability to work on-site in Quezon City and manage a part-time schedule effectively.