Engage with clients to understand their financial objectives, needs, and concerns.
Review and assess financial data to create personalized financial plans.
Suggest suitable financial solutions and strategies, such as insurance, investments, and savings programs.
Qualifications :
College Graduate with no experience can apply
Completed 2nd year + 2 years work experience (Any work experience)
Willing to work Onsite
Monday to Friday (8am-5pm)
Weekends Off
Financial Advisor • Cebu, Cebu, PH