Financial Wealth Planner (Part-time and full-time)

Company Description

D11 District is a dynamic collective of dedicated Financial Wealth Planners and Managers. Our mission is to empower individuals to achieve financial stability and create brighter futures by providing tailored financial solutions. We emphasize professionalism, integrity, and a commitment to helping our clients lead worry-free and hope-filled lives. Join our team and play a part in making a meaningful impact in the financial well-being of others.

Role Description

This role of Financial Wealth Planner can be pursued as part-time or full-time, offering flexibility. Based in Central Luzon, this hybrid role allows for a balance between working in-office and remotely. Responsibilities include creating personalized financial plans, managing investment portfolios, providing advice on insurance and financial products, and building long-term client relationships to assist in achieving their financial goals.

Qualifications

• Proficiency in Financial Planning, Investments, and Investment Management
• Comprehensive knowledge of Finance and Insurance
• Strong analytical and problem-solving skills
• Excellent interpersonal communication and relationship management abilities
• Sales or client-facing experience is an advantage
• Relevant professional certifications or licensing (preferred but not required)
• Ability to work both independently and collaboratively in a hybrid setup