Financial Planner
Location
pasig, metro manila
Job Type
Full-time
Category
Finance
Posted
June 03, 2026
Overview
We are in Pasig, seeking candidates with 1-3 years of experience for a full-time role. The position is hybrid and requires a Bachelor’s degree.
Responsibilities
- Provide financial diagnosis through holistic financial planning and offer solutions to help clients manage and protect their money to reach financial goals.
- Assist clients in preparing retirement plans, educational plans, estate plans, and other financial plans based on individual needs.
Qualifications
- FinTech, Wealth and Asset Management awareness; proficient computer literacy.
- Attention to detail; strong interpersonal and written/verbal communication skills; financially literate.
- Yearly closing experience (financial planning context) is a plus.
- Good internet connection; desktop or laptop required.
- Willing to attend weekly meetings and trainings (online and face-to-face).
- Sales experience is a plus; ma...