Financial Advisor

Top Global Summit Life Insurance Agency

Negotiable
On-site - Taguig1-3 Yrs ExpBachelorFull-time
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Job Description

Company Description
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Role Description
This is a full-time on-site role as a Financial Advisor at Top Global Summit Life Insurance Agency located in Mabalacat. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments for clients.

Qualifications
  • Financial Planning and Finance skills
  • Retirement Planning skills
  • Investments and Financial Advisory skills
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Knowledge of financial markets and products
  • Certification in financial planning or related field is a plus
  • Bachelor's degree in Finance, Business, Economics, or related field

Requirements

Please refer to job description.

Wealth Management
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HR ManagerTop Global Summit Life Insurance Agency

Working Location

Icon Plaza 25th St. Bonifacio Global City Taguig City, Taguig, PH

Posted on 07 March 2025

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