FWD Philippines is seeking motivated individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will be responsible for helping individuals and families achieve their financial goals through comprehensive wealth management strategies.
Conduct thorough financial assessments for clients to understand their current financial situation, goals, and objectives.
Develop personalized financial plans tailored to each client's unique needs and circumstances, encompassing areas such as investment management, retirement planning, risk management, and estate planning.
Educate...