Financial Wealth Planner

Makati, National Capital Region

Posted more than 30 days ago

Company:: FWD Life Insurance Phils - Team Eliza
Company Description:: FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2023, FWD Life Philippines ranks 4th and 3rd in terms of Paid-up Capital1 and New Business Annual Premium Equivalent2, respectively. FWD Group is a pan-Asian life insurance business with more than 10 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance.
Contract Type:: Part Time
Experience Required:: 1 year
Education Level:: Bachelor’s Degree
Number of vacancies:: 10

Job Description

A financial wealth planner (also often called a financial advisor) is a professional who helps individuals and families manage their finances, investments, and long-term financial goals. Their role is more holistic than just focusing on investments—they consider all aspects of a person’s financial situation, including savings, taxes, retirement planning, estate planning, insurance, and risk management.

Here’s a breakdown of what a financial wealth planner does:
1. Assess Financial Goals and Situation
2. Create a Customized Financial Plan
3. Assist in Investment Management
4. Provide recommendations on Estate and Legacy Planning
5. Risk Management and Insurance

A wealth planner can also continue to pursue Specialization Areas :
• High-net-worth individuals
• Retirement planning
• Family wealth planning