Financial Advisor - Work from Home
Part-time
PruLife UK - Team Celyn
As a Financial Advisor, our primary responsibility is to help clients make informed financial choices by offering expert guidance on financial planning, investments, insurance, and related solutions. By understanding each client’s unique goals, we will craft strategies to support their journey toward financial stability and success.
Key Responsibilities
Client Relationship Management
- Build and nurture relationships with individual and corporate clients.
- Conduct financial needs assessments to identify clients’ objectives and risk preferences.
- Provide continuous support and updates as clients' financial circumstances change.
Financial Planning and Advisory
- Design personalized financial plans encompassing savings, investments, insurance, and retirement goals.
- Advise on risk management strategies and wealth accumulation techniques.
- Educate clients on market trends, financial products, and best practices.
Sales and Business Development
- Actively seek new clients through networking, referrals, and lead generation efforts.
- Present and recommend financial products aligned with client needs.
- Achieve sales targets and contribute to the overall success of the team.
Training and Professional Development
- Engage in training programs to stay informed about financial products, market trends, and industry regulations.
- Secure required certifications and licenses to maintain professional practice standards.
- Bachelor’s degree in any field
- Excellent verbal and written communication skills, along with strong interpersonal abilities.
- Proficient in analyzing and solving problems to understand client needs and recommend appropriate solutions.
- Self-driven, goal-focused, and capable of working independently or collaboratively within a team.
- Sales experience is an asset but not mandatory, as training will be provided.
- Open to fresh graduates and career changers with a passion for helping others achieve financial stability.
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Work from Home in Makati vacancy
- ...Recommend solutions to clients in order to achieve their financial objectives (medium to long term investments, protection, education funding... ...Willing to be trained and coached Must be residing and working in the Greater Manila Area or nearby provinces Willing to attend...
- ...growth-oriented individuals to join the Pruventure Program as Financial Advisors. This role focuses on helping clients build financial... ...driven, goal-oriented, and willing to learn • Open to hybrid work setup within NCR What You’ll Get: • Monthly allowance...
- ...delivering high-quality tax compliance work and supporting a collaborative onshore team... ...role. Work Setup: Remote / Work-From-Home Role Overview Responsible primarily... ...Manager. Key Responsibilities Financial Statement Preparation Tasks Review general...
- ...Training, Mentorship Program, Professional Development Work-Life Balance ~ Work from Home Description What You’ll Do Partner with... ..., families, and businesses to design tailored financial strategies (investments, protection, retirement, and estate...
- ...take 1 licensure exam & training sessions Open positions: Financial Consultant Assistant Unit Manager (for those with... ...performance-based) Bonuses & incentives (monthly and quarterly!) Work from home – super flexible schedule FREE local & international...
20000 - 80000 Php
...Established in 1996, Pru Life UK is a subsidiary of British financial services giant Prudential plc. Pru Life UK is the pioneer and... ...of financial literacy in the Philippines BENEFITS: Work From Home Set-Up - Part-time / full time: Work a minimum of 3-4 hours...- ...We’re Hiring: Financial Consultant Employment Type: Full-Time / Part-Time Are you passionate... ...families about financial literacy - Work towards performance incentives and... ...personally and professionally, we’d love to hear from you! Please note that: We are NOT...
- ...REMOTE WORK OPPORTUNITIES ~ Open to applicants residing at NCR and nearby... ...team as a licensed ambassador of financial literacy! We are seeking Financial Advisors who have passion for driving sales... ...with diverse professionals from all fields ~3 hours a day as part...
- ...professional development # Supportive team environment # Growth opportunities within the company If you're passionate about helping people protect what matters most, we'd love to hear from you! Apply today and take the next step in your insurance career....
- ...Description Provide tailored financial advice to clients based on their individual needs and financial goals. Monitor clients' financial... ...oriented, ethical, and client-focused. Responsibilities and Duties: Ability to work collaboratively in a team environment....
- ...your Manager, o ffer strategic advice on products and services, such as investments, insurance coverage You will enjoy flexible work arrangements, efforts-based income, travel incentives and personal growth This is commission-based, hence a high potential income...
- ...Description Provide expert financial advice to clients on investment opportunities and wealth management. Analyze clients' financial... ...to detail. Responsibilities and Duties: Ability to work independently and manage multiple tasks effectively. Working...
- ...the Branch • Get up to ₱32,000 Base Salary + Commissions & Bonuses Work inside a partner bank branch, assist walk‑in & referred clients, and build a stable career in bancassurance and financial advisory . About the Role You will be assigned to a partner...
- ...Provide expert financial advice to clients on investment strategies. Analyze clients' financial situations and develop tailored plans... ...excellent interpersonal and communication skills, sales acumen. Working Conditions: Office environment with potential client meetings;...
- ...A Financial Consultant helps clients build a secure financial future by providing personalized financial advice and tailored solutions.... ...or Saturdays (7:00 PM) • Current location: • Current job and work schedule: • Are you a bachelor’s degree graduate? If yes, course...
- ...Provide expert financial advice to clients on investments, protection, and retirement planning. Analyze clients' financial situations... ...with financial planning, budgeting, and investment strategies. Working Conditions: Office environment with potential remote work...
- ...Job Title: Part-Time Financial Advisor (Flexible, Hybrid) Company: FWD Life Philippines - One Apex Branch Location: One Ayala, Makati (Work From Home + Office) Schedule: Part-Time, Flexible (15-20 hours/week) Compensation: Commission-Based + Cash Incentives...
- ...As a Financial Advisor, you will build strong and lasting relationships with clients by understanding their needs and recommending suitable insurance and financial solutions. You'll play an important role in educating individuals and families about financial planning and...
- Responsibilities Conduct consultations with potential clients either on-site or virtually. Present and discuss suitable insurance plans tailored to clients’ needs. Assist clients with their insurance applications and required documents. Build and maintain strong...
- ...What if your annual income becomes your your monthly income? I am looking for the next generation of financial leaders! No income ceiling Full mentorship provided Flexible schedule The Catch? You have to be willing to outwork your excuses! Description...
- ...A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals. They assess clients' financial situations, recommend investment and insurance options, and develop customized financial...
- ...We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively. Client Consultations...
- The Virtual Navigators is a virtual assistant service company that helps ecommerce businesses find dedicated virtual assistants who will fit seamlessly into their team and help them reach their business goals. We're looking for friendly account analysts for a US- based...
- ...Job Title: Financial Advisor Location: Makati Company: Pru Life UK Employment Type: Full-Time / Part-Time / Commission-Based We are looking for motivated and purpose-driven individuals to join our team as Financial Advisors. As an FA, you will play a key role...
- ...As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments... .... Self-motivated, goal-oriented, and able to work independently or as part of a team. Sales experience is an...
- ...it looks like to put that foundation to work in a career that builds long-term, compounding... ...currently in — or recently stepped away from — a career in real estate, banking,... ...Career Looks Like As a licensed FWD Financial Advisor, your income is built on entrepreneural...
20000 Php
...Empower Filipinos to achieve financial security and prosperity. Join... ...earn uncapped commission while working on your own schedule. A... ...packages. Standard Financial Advisor: Option to join as a regular... ...travel incentives Work from home with a digital office setup...- ...Provide financial planning and investment advice to clients based on their individual needs. Assist clients in developing personal budgets and financial goals. Monitor clients' financial portfolios and provide updates on investment performances. Conduct market...
- Position Title: Sales Executive - Group and Individual Life Insurance Location : Legaspi Village, Makati City (includes travel anywhere in the Philippines as needed) Setup : Onsite Schedule : Day Shift Promote and sell group and individual life insurance...
- ...We are looking for driven and passionate individuals to join our team as Financial Consultants . You will help clients achieve financial security by providing expert advice on insurance, investments, and financial planning solutions. Key Responsibilities: Build...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Work from Home. Be the first to apply!
