Philippines Jobs

Financial Planner Jobs at Peak Wealth Solutions in Manila, Metro Manila

Peak Wealth Solutions company logo
Published 1 month ago

Peak Wealth Solutions is currently accepting applications for the position of Financial Planner in the Manila area. We are actively seeking qualified candidates for this Full-time opportunity.

We are looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. Along with technical expertise, we highly value qualities such as integrity, discipline, and a strong sense of responsibility in our potential employees.

Peak Wealth Solutions operates within the (according to the company) industry. If you are interested in joining our esteemed organization, we encourage you to submit your application without delay.

Job Information

Company:Peak Wealth Solutions
Position:Financial Planner
Region:Manila - Metro Manila, Metro Manila
Education:Confidential
Job Type:Full-time

Job Description

Location: Makati (Hybrid / Work-from-Home Available)

About Us: Peak Wealth Solutions is a growing financial solutions provider dedicated to helping individuals and businesses secure their future. We are seeking motivated individuals who are passionate about sales and financial growth.

Job Responsibilities:

  • Assist clients in understanding their financial needs and goals.
  • Recommend suitable financial and insurance products.
  • Build long-term client relationships.
  • Conduct consultations (online and in-person).

Qualifications: Open to fresh graduates and career shifters. Sales-driven with strong interpersonal skills.

Perks: Flexible work setup, competitive earnings, free training.

Benefit

  • Gaining experience
  • Taught first
  • Receiving a bonus for overtime

Application Requirements

  • Good communication skills
  • Strong team skills
  • Experience in similar work

Company address

Province Metro Manila
City Manila
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Job Application Information

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Company Information

Peak Wealth Solutions

Peak Wealth Solutions is a leading financial advisory firm based in the Philippines, dedicated to helping clients achieve their financial goals. With a team of experienced professionals, the company offers personalized financial planning, investment management, and wealth accumulation strategies. Committed to transparency and integrity, Peak Wealth Solutions provides tailored solutions that cater to diverse financial needs, ensuring that clients are well-informed and confident in their financial decisions. Through innovative approaches and ongoing support, the firm strives to empower individuals and businesses on their journey to financial success.