Financial Advisor, Makati

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.

• Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
• Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
• Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
• Relationship Management: Build and maintain long-term relationships with clients to ensure ongoing satisfaction and continued business.
• Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
• Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.