Financial Advisor

Philplans First Inc.
Full-time Angeles, Pampanga Finance
Posted:
March 03, 2026
Location:
Angeles, Pampanga, Philippines

Job Description

Responsibilities

  • Provide personalized financial advice to clients.
  • Develop and implement tailored investment strategies.
  • Assess client financial needs and goals.
  • Monitor market trends and portfolio performance.
  • Build and maintain strong client relationships.
  • Educate clients on various financial products and services.
  • Ensure compliance with financial regulations and ethical standards.

Qualifications

  • Educational Qualifications: High School Diploma or Senior High School certificate.
  • Experience Level: Less than 1 year of relevant experience in financial advising or related fields.
  • Skills and Competencies: Excellent communication skills to effectively convey financial concepts.
  • Working Conditions: Office environment with potential for remote work; may involve client meetings.
  • Qualities and Traits: Strong interperson...

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Job Overview

Job Type: Full-time
Location: Angeles, Philippines
Posted: March 03, 2026
Deadline: April 12, 2026