As a part-time Financial Advisor based in Cagayan de Oro, Northern Mindanao, Philippines, you will play a pivotal role in guiding clients toward financial success. Working in the dynamic finance industry, our company is committed to building long-lasting relationships with our clients, helping them navigate their financial journeys in a supportive and encouraging environment. This role impacts both individual lives and the local community by promoting financial awareness and prudent investment strategies.Key ResponsibilitiesConduct financial assessments for clients to understand their financial goals and needs.Develop tailored financial plans and make recommendations based on client objectives.Provide ongoing support and guidance to clients regarding their investments.Stay up-to-date with market trends and changes in financial regulations.Facilitate client meetings to discuss financial progress and make necessary adjustments to plans.Collaborate with team members to create comprehensive financial solutions for clientele.Identify opportunities for upselling additional services to enhance client portfolios.Required and Preferred QualificationsAssociate degree is required; a bachelor’s degree in finance or a related field is preferred.Strong communication and customer service skills are essential.Ability to remain detail-oriented and proactive in working with clients.Proficient in recognized financial software/tools.A strong ability to work collaboratively in a team-oriented environment. Our team operates in a collaborative structure where each member plays an integral part in delivering top-notch financial services. You will report directly to the Senior Financial Advisor, ensuring a supportive pipeline for mentorship and professional growth.  Working closely with sales and marketing teams will help you develop comprehensive strategies to enhance client engagement.At our company, we believe in fostering growth opportunities for our employees, promoting a culture of teamwork and adaptability.  Our modern workplace offers various benefits, including flexible work hours, an engaging work environment, and opportunities for professional development and training. We encourage our Financial Advisors to pursue additional industry certifications to advance their careers and stay ahead in the ever-evolving financial landscape.