Financial Advisor
Metro Manila, National Capital Region
Posted more than 30 days ago
- Company:
- Venture Smarter
- Company Description:
- Venture Smarter is your trusted partner in navigating the complex landscape of business growth and transition. We believe that the key to staying ahead in today's competitive market lies in employing innovative, yet tried-and-tested business strategies. Our core values—innovation, integrity, and impact—drive us to deliver solutions that are both effective and ethical. We offer a comprehensive range of services, from business strategy and legal consultancy to market entry and exit solutions. Whether you're looking to enter new markets, expand existing ones, or plan for mergers and acquisitions, our services are designed to guide you through every transitional phase.
- Contract Type:
- Remote
- Experience Required:
- 3 to 4 years
- Education Level:
- Bachelor’s Degree
- Gender:
- Any
- Number of vacancies:
- 3
Job Description
As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.
Head on over to search on Google for “Venture Smarter” then go to our Career page from the homepage – if you dare to aspire for better in your career!
**** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.
Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.
If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ****
Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out – you’ll know we’re the place to be.
What the job entails:
• Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
• Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.
• Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.
• Stay updated on financial trends and perform market research to identify investment opportunities
• Ensure all financial plans and transactions comply with industry regulations and standards.
Job Requirements:
• A bachelor's degree in finance, economics, business, or a related field.
• Minimum of 5 years of experience in sales, preferably in a tech or consulting industry
• Strong analytical and problem-solving skills.
• Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders
• In-depth knowledge of financial products and services.
• Ability to build and maintain client relationships.
• Proficiency in financial software and tools.
• High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
- Salary:
- 65.000,00 ₱ Monthly