Part-Time Financial Advisor in Cagayan de Oro, Philippines
Published on CazVidat China Gold Astral Core
Join China Gold Astral Core as a Part-Time Financial Advisor in Cagayan de Oro, Philippines. Guide clients with expert financial planning. Apply now!
Salary
₱25,000 per month
Location
Philippines
Employment type
Part time
Workplace
Remote
Part-Time Financial Advisor in Cagayan de Oro, Philippines
₱25,000 per month
Job description
China Gold Astral Core is seeking a dedicated Part-Time Financial Advisor based in Cagayan de Oro, Northern Mindanao, Philippines. Join our dynamic finance team and help clients achieve their financial goals through expert guidance and personalized financial planning.
Key Responsibilities
- Conduct comprehensive financial assessments to understand client goals and needs.
- Develop customized financial plans and provide strategic recommendations.
- Offer ongoing investment support and guidance to clients.
- Keep abreast of market trends and regulatory changes affecting financial planning.
- Lead client meetings to review financial progress and adjust plans accordingly.
- Collaborate with team members to deliver holistic financial solutions.
- Identify opportunities to upsell services that enhance client portfolios.
Required and Preferred Qualifications
- Associate degree required; bachelor’s degree in finance or related field preferred.
- Excellent communication and customer service skills.
- Detail-oriented with a proactive approach to client management.
- Proficiency in recognized financial software and tools.
- Strong teamwork skills and ability to collaborate effectively.
Reporting directly to the Senior Financial Advisor, you will benefit from mentorship and professional growth opportunities within a supportive team environment. This role is remote-eligible and offers a monthly pay of 25000 PHP.
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.