Financial Advisor

Gaces Insurance Services

€301-602[Mensual]
En el sitio - PasigNo se requiere ExpBaceleroParte-tiempo
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Descripción del trabajo

Beneficios

  • Balance de vida laboral

    Horas flexibles, Trabajo desde casa

Descripción

This is a flexible, part-time opportunity (2–3 hours per day) where you will play a key role in providing comprehensive financial planning services to our growing client base.


What You'll Be Doing

  • Conduct detailed financial assessments to understand clients' unique goals and circumstances
  • Develop tailored financial plans covering investments, insurance, retirement, and other key areas
  • Present financial recommendations to clients in a clear and compelling manner
  • Build long-term, trusted relationships with clients by providing ongoing support and advice
  • Stay up-to-date with the latest financial products, regulations, and industry trends


Benefits & Support

  • Flexible work arrangements to help you balance work and life priorities
  • Comprehensive training and development programs to enhance your financial planning expertise
  • Opportunities to collaborate with a talented, multidisciplinary team of professionals
  • A positive, client-centric culture that values innovation, integrity, and work-life balance


Apply now to join our team as a Part-Time Financial Advisor and take the first step towards a rewarding career in financial planning.

Requisito

Educational Background

  • Bachelor’s degree


Personal Attributes

  • Excellent communication and interpersonal skills.
  • Self-motivated with a strong drive to achieve goals.
  • Ability to educate and guide clients in making sound financial decisions.
  • Professional appearance and demeanor.


Other Requirements

  • Willingness to attend trainings, seminars, and networking events.
  • Ability to work flexible hours and travel for client meetings.
  • Familiarity with regulatory compliance and industry best practices.
Habilidades InterpersonalesHabilidades de comunicación
Preview

Jezreel Mae Gaces

Assistant Unit ManagerGaces Insurance Services

Activo en siete días

Ubicación laboral

The Orient Square

Publicado el 14 August 2025

Reporte

Recordatorio de seguridad del jefe

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