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Wealth Advisor: Client Growth & Planning (Remote Options)

PDC insurance Agency Inc.

makati, metro manila, Philippines Full-time June 23, 2026
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Vacancy Description

A financial services firm in Makati is seeking a Financial Planner to provide personalized financial planning and investment strategies to clients. The role involves analyzing client portfolios, building client relationships, and ensuring compliance with financial regulations. Candidates should possess a Bachelor's degree in finance or business and have 1-3 years of experience. Strong consultative sales skills and excellent communication are essential.
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