Remote Wealth Planner – Open for HR Professionals

apartmentPrivate Advertiser placeBulacan schedulePart-time calendar_month7/18/25

About the Role

Human resource professionals are trained communicators and great at relationship-building—exactly what we need in financial planning.

Duties

Identify client financial needs
Recommend protection and investment plans
Submit and track applications
Offer guidance in virtual meetings

Qualifications

Bachelor’s degree (HR, Psychology, or any field)
Comfortable with remote conversations
Open to career growth in the financial industry

Apply now to start your flexible side career.

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