Is this job remote or on-site?

This position is on-site in Cagayan de Oro, Northern Mindanao, Philippines.

What are the working hours for this part-time role?

The job offers flexible scheduling to accommodate client meetings and team collaboration.

Do I need prior experience as a financial advisor?

Previous experience is preferred but not required; candidates with relevant education and a strong willingness to learn are welcome.

What qualifications do I need to apply?

You need at least an associate degree in finance, business, or a related field, with a bachelor’s degree preferred.

What will my main responsibilities be?

You will conduct financial assessments, develop customized plans, provide investment recommendations, support portfolio management, and collaborate with teams to deliver financial solutions.

Part-Time Financial Advisor – Cagayan de Oro, Philippines

Published on CazVidat China Gold Astral Core

Explore a remote-eligible, part-time Financial Advisor job in Cagayan de Oro with China Gold Astral Core. Guide clients with tailored financial plans.

Verified by CazVid9 months agoOpen until: Nov 26, 2026

Apply now

Salary

₱25,000 per month

Location

Philippines

Employment type

Part time

Workplace

Remote

Part-Time Financial Advisor – Cagayan de Oro, Philippines

₱25,000 per month

Apply now

Job description

China Gold Astral Core is seeking a part-time Financial Advisor in Cagayan de Oro, Northern Mindanao, Philippines. This remote-eligible role helps clients make informed financial decisions, build tailored plans, and pursue their financial goals through ongoing guidance and supportive service.

Key Responsibilities

Assess clients’ financial needs, goals, and circumstances.
Develop personalized financial plans and recommendations aligned with client objectives.
Provide ongoing investment support and guidance.
Monitor market trends and stay current with relevant financial regulations.
Meet with clients to review progress and adjust plans as needed.
Collaborate with colleagues to provide comprehensive financial solutions.
Identify suitable opportunities to expand client services and portfolios.

Required and Preferred Qualifications

Associate degree required; a bachelor’s degree in finance or a related field is preferred.
Strong communication and customer service skills.
Detail-oriented, proactive, and client-focused approach.
Proficiency with recognized financial software and tools.
Ability to collaborate effectively in a team-oriented environment.

Team and Work Arrangement

You will report to the Senior Financial Advisor and work with a collaborative team, including sales colleagues, with opportunities for mentorship and professional growth. The position is part-time and remote-eligible, based in Cagayan de Oro, Northern Mindanao, Philippines.

Compensation

Pay: 25000 per month.

Frequently asked questions

Is this job remote or on-site?
This position is on-site in Cagayan de Oro, Northern Mindanao, Philippines.
What are the working hours for this part-time role?
The job offers flexible scheduling to accommodate client meetings and team collaboration.
Do I need prior experience as a financial advisor?
Previous experience is preferred but not required; candidates with relevant education and a strong willingness to learn are welcome.
What qualifications do I need to apply?
You need at least an associate degree in finance, business, or a related field, with a bachelor’s degree preferred.
What will my main responsibilities be?
You will conduct financial assessments, develop customized plans, provide investment recommendations, support portfolio management, and collaborate with teams to deliver financial solutions.