Counselor Jobs in Philippines

Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities :

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications :

Desired Qualifications :

Skills :

Schedule :

Monday-Friday Open availability required + some Saturdays

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week :

Pay Transparency details

US - CA - Canyon Country - 19120 Soledad Canyon Rd - CANYON COUNTRY BC (CA8172), US - CA - Granada Hills - 16944 SAN FERNANDO MISSION BLVD - 16944 SANFERNANDO MISSIONBLVD (CA7118), US - CA - Lancaster - 1028 W Avenue K - 10TH & K BC (CA0225), US - CA - Newhall - 24740 Valley St - NEWHALL BC (CA8105), US - CA - Northridge - 19789 RINALDI ST - PORTER RANCH (CA7212), US - CA - Northridge - 8720 Balboa Blvd - BALBOA PARTHENIA BC (CA8199), US - CA - Palmdale - 38203 47th ST E (CA0253), US - CA - Palmdale - 839 E Palmdale Blvd - PALMDALE BC (CA0115), US - CA - San Fernando - 120 S Brand Blvd - SAN FERNANDO BC (CA8104), US - CA - Santa Clarita - 26595 Golden Valley RD (CA8211), US - CA - Sylmar - 13935 Foothill Blvd - SYLMAR BC (CA8124), US - CA - Valencia - 23929 Valencia Blvd - VALENCIA BC (CA8152)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and / or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.