Financial Advisor - Mandaluyong, National Capital Region

Para lamang sa mga rehistradong miyembro Mandaluyong, National Capital Region, Pilipinas

1 buwan ang nakalipas

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Job summary

The Advisor Hub is a team dedicated to spreading financial literacy and helping individuals minimize financial risks.
We are looking for goal-driven professionals to join our team and provide solutions to help individuals achieve financial success.

Responsibilities

  • Meet with clients face-to-face or online for consultations on financial planning and investment strategies
  • Develop a strategize financial plans to help clients achieve their goals
  • Evaluate and recommend insurance products that are tailored fit to client's goals
  • Perform policy review to re-asses financial situations and re-strategize/li>

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