Financial Advisor

Customer Service Advisor - Earn as much as 19K a month - DavaoPrepare for a game-changing career adventure filled with fun, growth, and endless possibilitiesAs a five billion-dollar publicly traded company (CNXC), we know that when we put our people first, business thrives. You'll find the runway and resources to build the career you've always imagined.At...

Customer Service Advisor - Up to 19K + Get 15K Sign on Bonus - DavaoPrepare for a game-changing career adventure filled with fun, growth, and endless possibilitiesAs a five billion-dollar publicly traded company (CNXC), we know that when we put our people first, business thrives. You'll find the runway and resources to build the career you've always...

Job Responsibilities: Establishes, maintains and grows relationship with bank partners. Acts as the sales and marketing officer for the area assigned. Ensures that targets are met for the whole region and specific partner branches Performs client presentations and conducts closing of businesses for the company. Takes care of the after sales servicing of the...

Looking for competent, hard working candidate with strong managerial, business-minded skills who will form and lead a team of Financial Advisors and Unit Head Associates.Qualifications:30-50 years oldwith at least 7 years Managerial Sales experienceSuccessful applicants will enjoy the following:-monthly transition allowance-active income-passive income-Free...

Job Title:Associate Director Service DeliveryJob DescriptionLead service delivery strategy to ensure key metrics attainment, driving revenue and profitability, acting as a strategic advisor to solution for immediate client needsManages communication and overall relationship with client and internal partners; ensuring detailed planning, budgeting, and...

We are seeking a highly organized and proactive Executive Assistant to support the CEO in managing administrative and executive tasks. The ideal candidate will possess exceptional communication skills, a high degree of computer literacy, meticulous attention to detail, and the ability to manage a wide range of administrative and executive support tasks.If...

WFH QuickBooks Desktop& Online SpecialistJob Description: We are seeking a skilled and detail-oriented individual to join our team as a QuickBooks Specialist. In this role, you will be responsible for managing and maintaining our company's financial records using QuickBooks software. The ideal candidate will have extensive experience with QuickBooks and a...

Add expected salary to your profile for insights Ensure the attainment of target for Commercial Banca Increase penetration Ratio of Metrobank Collection Efficiency of at least 80% Insurance Audit Analyze the Portfolio of Metrobank Continuous Engagement with MBTC Build professional relationship with Metrobank and Customer Identify potential Sources of...

Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l'ensemble de nos...

The Key Account Manager (KAM)is responsible for building customer relationships and becoming a trusted advisor and "point" person for all aspects related to product roadmap, implementation, pricing, end-user support, product adoption and value realization. Individuals in this role have a keen interest in financial services technology and its applications....

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...

As a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present. You are expected to do the following activites:• Provide financial advice to clients in their short or long term financial goals.• Respond to prospective customer queries about financial planning • Explain the different products of the company to...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more.SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop.BUILDING RAPPORT –...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...

Opportunity Expired BDO Life offers highly qualified Financial Advisors with an opportunity to achieve their personal and professional aspirations. Build a rewarding career with BDO LifeOur Financial Advisors work in partnership with BDO in securing the financial well-being of Filipino families. They carry out a noble purpose of helping BDO clients by...

A Financial Advisor, or Financial Consultant, is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize...

As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. You've come to the right place As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

Candidate must possess at least a Bachelor's/College Degree on any course.Fresh Grad / Entry Level specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent.Required skill(s): Strong interpersonal and communication skills, Ability to build rapport and trust with clients, Analytical and problem-solving skills, Sales and negotiation...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering...

A Financial Advisor, or Financial Consultant, is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize...