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Financial Advisor: Personal Planning & Wealth Management

Sun life - Palawan
Location 📍 palawan, Philippines
Posted 📅 May 30, 2026
Work Type ⏰ Full-time

Position Overview

A financial services provider in the Philippines is seeking an experienced financial advisor to assess clients' financial needs and provide tailored advice on investments, retirement, and insurance. The ideal candidate will have a Bachelor's degree in Finance or a related field, proven experience in financial planning, strong communication skills, and the ability to cultivate client relationships. This role involves monitoring portfolios and staying informed on market trends.
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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
palawan, Philippines