Associate Wealth Advisor
- Makati, Philippines19/F, 6789 Ayala Avenue , Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- 30,000.00 - 60,000.00 PHP / monthPHP30,000.0060,000.0030,000.00MONTH
- Part time
- Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
- Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
- Graduate of any Bachelor's Degree
- Can commit 2 Saturdays per month for meetings in Makati
- Trainable and teachable
- Sales experience is an advantage but not required
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Free Lunch or Snacks
- Performance Bonus
- Job level
- Entry Level / Junior, Apprentice
- Job category
- Accounting and Finance
- Educational requirement
- Bachelor's degree graduate
- Recruiter response to application
- Office Address
- 6789 Ayala Ave, Makati, 1206 Metro Manila, Philippines
- 7 openings
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