Financial Advisor

Join China Gold Astral Core, a leading company committed to empowering individuals and communities in Cagayan de Oro, Northern Mindanao, Philippines. We're looking for a dedicated Financial Advisor to join our team on a part-time basis. This role offers a unique opportunity to advance your career in the dynamic finance industry while making a meaningful impact on clients' financial well-being. You will work on-site in Cagayan de Oro, collaborating closely with experienced professionals and benefiting from ongoing mentorship and career development opportunities. Key Responsibilities Conduct comprehensive financial assessments to identify clients’ goals and financial needs accurately. Develop customized financial plans and provide strategic investment recommendations aligned with client objectives. Provide continuous support and expert guidance on portfolio management and investment performance. Stay informed on market trends, economic indicators, and regulatory changes to ensure compliance and optimal advice. Facilitate regular client meetings to review financial progress and adjust plans proactively. Collaborate with internal teams to deliver integrated financial solutions tailored to client requirements. Identify opportunities to upsell additional financial products and services to enhance client portfolios and satisfaction. What We're Looking For Required: Associate degree in finance, business, or related field; bachelor’s degree preferred. Strong communication and interpersonal skills to build trust and rapport with clients. Detail-oriented and proactive approach to managing client portfolios and financial plans. Proficiency in recognized financial software and analytical tools. Ability to work effectively in a collaborative, team-oriented environment. Preferred: Previous experience in financial advising or related finance roles. Knowledge of local and international financial regulations and investment products. Demonstrated commitment to continuous professional development and client success. What We Offer Competitive monthly salary of $25,000 PHP equivalent with performance incentives. Health insurance coverage to support your well-being. Paid time off to maintain a healthy work-life balance. Retirement plan options to secure your financial future. Ongoing professional development and training programs for career advancement. A supportive, collaborative work environment focused on growth and mentorship. Frequently Asked Questions Is this position remote? No, this is an on-site role based in Cagayan de Oro, Northern Mindanao, Philippines. What are the typical working hours? This is a part-time position with flexible scheduling to accommodate client meetings and team collaboration. Do I need prior financial advising experience? While preferred, we welcome candidates with relevant education and a strong willingness to learn and grow professionally. What software tools will I use? You will work with industry-standard financial planning and portfolio management software. Are there opportunities for career growth? Yes, we provide mentorship and training to support your advancement within the company. How do I apply? Submit your application through our online portal or contact our HR department directly for assistance. Explore related opportunities such as IT Technician roles in Evansville or IT Support Specialist careers in Miami to expand your professional horizons. Ready to take the next step in your financial advisory career? Apply today to join China Gold Astral Core and help clients achieve financial success while advancing your own professional journey.