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Job opening at TCC NextGen Wealth Advisors for Financial Planner

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Financial Planner

TCC NextGen Wealth Advisors Verified Company
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Hello! We are TCC NextGen Wealth Advisors from Makati and we are looking for a Financial Planner with 4 years of experience.
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Job Description


Job Description

Your main tasks are to help families evaluate their current financial health, define their financial goals and develop a plan of action by recommending sound financial solutions & strategies to achieve their goals. You will also assist them in implementing and reviewing their financial plans. You will undergo extensive training and mentoring to equip yourself with the necessary skills, tools and product knowledge for this noble career. By your second year with the Company, you may opt to undergo leadership training to help you actively form your own team of Financial Advisors.

Job Qualification

We are looking for top-caliber professionals with the following credentials:

  • Candidate must possess at least a Bachelor's/College Degree in any field.
  • Currently employed with a minimum of four (4) years of working experience.
  • Preferably holding Assistant Manager/Manager position in your current employment
  • With a proven track record of success and excellence in sales and/or sales management, recognition in your current field or work

This program is specifically targeted for those from 

  • BANKING (Relationship Managers, Branch Heads)
  • BPO (Team Leaders & Managers)
  • MEDICAL/PHARMACEUTICAL SALES (Medical Representatives)
  • PREMIUM SALES (Luxury Products and High-end Automobiles)
  • TOURISM & LEISURE (Flight Attendants, Travel Agents, Hotel Managers, Sales)
  • ACADEME/EDUCATION (Professors from exclusive schools & universities)
  • FAST MOVING CONSUMER GOODS.

Candidates must have:

  • Good communication and interpersonal skills, entrepreneurial mindset
  • Highly motivated, teachable, confident, a good listener
  • With a passion to succeed and an earnest desire to help people

WATCH THIS VIDEO https://youtu.be/JixjZ2PUH1U for a preview of our program.

Benefits

QUALIFIED CANDIDATES can look forward to the following BENEFITS:

  • Work Life Balance by setting your structured work week and working at your own pace
  • Best of Class Training & Cutting Edge Tools to help you succeed in the career
  • Culture of Excellence through friendly exchanges and support from peers
  • Above Industry Compensation through commissions, bonuses and other incentives / promos
  • Capital Support is provided to program qualifiers
  • All-expense Paid Incentive Trip to International Destinations awaits qualifiers
  • Opportunity for a Leadertship Role in the future


DISCOVER A UNIQIUE CAREER LIKE NO OTHER IN THE INDUSTRY. A CAREER THAT CAN MAKE A DIFFERENCE FOR YOU AND YOUR FAMILY.

We are looking for ambitious and committed men and women to join our team as a Wealth Portfolio Manager with a passion to partner with Filipinos in achieving financial freedom through effective financial planning. We give top priority to our clients' welfare.

Your main tasks are to help families evaluate their current financial health, define their financial goals and develop a plan of action by recommending sound financial solutions & strategies to achieve their goals. You will also assist them in implementing and reviewing their financial plans. You will undergo extensive training and mentoring to equip yourself with the necessary skills, tools and product knowledge for this noble career. By your second year with the Company, you may opt to undergo leadership training to help you actively form your own team of Financial Advisors.

Financial Planner from TCC NextGen Wealth Advisors
Get To Know

TCC NextGen Wealth Advisors

TCC NEXTGEN WEALTH ADVISORS is a Unit of Wealth Coaches Philippines, one of the fastest growing agencies of Financial Advisors & Leaders affiliated with the strongest and most trusted financial institution in the Philippines - PHILAM LIFE. We are emboldened by our mission to help Filipinos achieve financial freedom through effective financial coaching.
 
The Philippine American Life and General Insurance Company (PHILAM LIFE), is a member of AIA Group Limited, the largest independent publicly listed pan-Asian life insurance group with headquarters in Hong Kong. Philam Life is number one in Assets, Net Worth & Net Income in the Philippines as of December 31, 2016. The Company has been serving Filipino families for 70 years now.
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