Financial Risk Management Planner

Role: Financial Advisor/ Financial Risk Management Planner

Location: Metro Manila and Pampanga

Job type: Part-time or Full-time; Hybrid set-up

About FWD-North Star Wealth Planners

North Star Wealth Planners mission is to be the financial planners who truly understand our clients WHYs, guiding them toward a future where more Filipinos are financially prepared, even in uncertain times. We are driven by core values that emphasize lifelong learning, collaboration, and excellence in everything we doall for the glory of God.

Our team members bring a growth mindset and a commitment to delivering the best service, especially in financial risk management. Through thorough financial needs analyses, we ensure that our clients receive tailored, adequate insurance coverage that suits their lifestyle and budget, avoiding unnecessary duplication.

We aspire to be the trusted financial wealth planners our clients rely on for all their financial risk management needs. At FWD-North Star Wealth Planners, we're dedicated to growing alongside our clients, ensuring their financial security and peace of mind.

About the job

We are seeking passionate, driven, and focused Financial Advisors to join our fast-growing team. Whether you're an experienced advisor or new to the field, if you have a strong willingness to learn and thrive in a competitive environment, we'd love to hear from you.

Ideal candidates are dedicated to building a successful practice while providing a high level of coordinated advice and service to clients. Our Financial Advisors offer expertise in financial risk management strategies, covering business continuity planning, legacy plan, health insurance plans, investments, tax planning, trust, and estate planning.

Your Responsibilities:

• Onboarding new clients and delivering ongoing service to existing clients
• Demonstrating sales proficiency and integrating expert financial insights into the client relationship
• Aim to help OFWs and their families, Corporations, SMEs and high net-worth individuals who wants to leave a legacy to their cause.

This role supports individuals and businesses in achieving long-term investment and financial goals, including retirement and estate planning, with a strong emphasis on tax reduction strategies. From comprehensive financial planning to full implementation, you'll be at the forefront of guiding clients every step of the way, while also showcasing your sales skills to drive and close new business.

Your Qualifications:

Candidates must be 23 to 40 years old, graduate of any 4-year course

Can allot at least 2-hours a day for FWD activities (non-negotiable)

Digital savvy. Proficient in Google applications, Canva, etc.

Unquestioned commitment to integrity in personal and professional activities

Highly motivated with ability to function well in a fast-paced and competitive environment

Self-starter by nature

Excellent organizational, leadership, communication and presentation skills

Benefits:

Work in a team with a strong culture that values individual strengths

Unlimited income potential is based on effort

All-expense paid travel opportunities

HMO and Group Life Insurance

Provident Fund