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🥝 Financial Advisor

Pru Like UK - Team Mark | makati, Philippines | Posted May 28, 2026

Job Description

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.

  • Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
  • Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
  • Relationship Management: Build and maintain long‑term relationships with clients to ensure ongoing satisfaction and continued business.
  • Market Research: Stay up-to-date with financial products, market trends, and economic...

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