Open for Accountants: Part-Time Financial Advisor
JPEG INSURANCE SERVICES Makati Part-time
About the role
We are looking for experienced Accountants to join our team as Part-Time Financial Advisors.
(2-3 hours per day)
What you'll be doing- Conduct detailed financial assessments to understand clients' unique goals and circumstances
- Develop tailored financial plans covering investments, insurance, retirement, and other key areas
- Present financial recommendations to clients in a clear and compelling manner
- Build long-term, trusted relationships with clients by providing ongoing support and advice
- Stay up-to-date with the latest financial products, regulations, and industry trends
What we offer
We are committed to supporting our employees' growth and well-being. In addition to a competitive remuneration package, we offer:
- Flexible work arrangements to help you balance work and life priorities
- Comprehensive training and development programmes to enhance your financial planning expertise
- Opportunities to collaborate with a talented, multidisciplinary team of professionals
- A positive, client-centric culture that values innovation, integrity, and work-life balance
Apply now to join our team as a Part-Time Financial Advisor and take the first step towards a rewarding career in financial planning.
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