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🥝 Financial Advisor

Lazurite District - MoneyWise | quezon city, Philippines | Posted May 29, 2026

Job Description

Overview

Financial Advisor is a professional who helps people and businesses with their finances. They provide advice on how to save money, reduce debt, and invest. Promote proper savings and also helps client plan for inheritance, Wealth transfer. Retirement planning, and pre-emptive solutions for Life Uncertainties.

Responsibilities

  • Financial Advisor is a professional who helps people and businesses with their finances.
  • They provide advice on how to save money, reduce debt, and invest.
  • Promote proper savings and also helps client plan for inheritance, Wealth transfer.
  • Retirement planning, and pre-emptive solutions for Life Uncertainties.

Qualifications

  • College graduate of any course.
  • Residing within metro manila.
  • Willing to attend weekly unit and branch meetings (Online & Onsite)
  • Must be willing to undergo training and licensing process.
  • Must have: Laptop/Ipa...

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