Open for Fresh Graduates: Part-Time Weath Planner

apartmentPrivate Advertiser placeMakati schedulePart-time calendar_month 

Overview of the role

We are seeking motivated and ambitious Part-Time Wealth Planners to join our dynamic team. As a Part-Time Wealth Planner, you will play a crucial role in helping our clients achieve their financial goals through tailored investment and insurance solutions.

Key responsibilities
  • Develop and maintain relationships with prospective and existing clients to understand their financial needs and goals
  • Conduct comprehensive financial assessments and propose personalised investment and insurance strategies
  • Educate clients on the features and benefits of various financial products, including mutual funds, stocks, and life/non-life insurance
  • Assist clients with the application and onboarding process for selected financial solutions
  • Stay up-to-date with industry trends, regulations, and product offerings to provide valuable insights to clients
  • Collaborate with the sales team to identify and capitalise on growth opportunities
What we're looking for
  • Fresh graduates
  • Willingness to obtain the necessary licenses and certifications to provide investment and insurance advice

What we offer

We are committed to providing our employees with a supportive and rewarding work environment. As a Part-Time Wealth Planner, you will have the opportunity to:

  • Receive comprehensive training and mentorship to develop your financial planning expertise
  • Enjoy a flexible work schedule that allows you to balance your professional and personal commitments
  • Earn competitive commissions and incentives based on your sales performance
  • Gain valuable experience and build a rewarding career in the financial services industry

If you are excited about this opportunity and ready to take the next step in your career, apply now.

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