Financial Consultant
Alexandrite 2 Summit LIA- Team Chelley
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus, Employee Recognition Program, Incentives, Quarterly Gifts
Government Mandated Benefits
Pag-Ibig Fund, Philhealth, SSS/GSIS
Perks Benefits
Company Equipment
Professional Development
Job Training, Professional Development
Work-Life Balance
Flexible Hours, Work from Home
- Advises clients on financial planning, investments, and wealth management
- Assesses clients’ financial goals, needs, and risk tolerance
- Recommends strategies for savings, insurance, retirement, and tax planning
- Analyzes financial data to support decision-making
- Monitors and reviews clients’ financial performance and plans
- Ensures compliance with financial regulations and standards
- Builds and maintains strong client relationships
Joselle Lotino
Recruitment SpecialistAlexandrite 2 Summit LIA- Team Chelley
Active within three days
Working Location
2F, Century Spire Office. Century City, Kalayaan Ave, Makati City, 1210 Metro Manila, Philippines
Posted on 22 January 2026
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