Financial Advisor

Responsibilities:Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are...

About the roleBecome a Sales Associate with our dynamic team at Financial Consultant/Advisor. This full-time role based in Makati City Metro Manila will see you playing a key part in our sales operations, building strong relationships with customers and driving business growth.What you'll be doingEngage with potential and existing customers to understand...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Department OverviewWealth & Investment Management is one of the nation's leading providers of financial and investment services in the United States. We offer a full range of products and services to meet clients' unique needs and help them achieve financial goals. Services include Brokerage, Comprehensive planning and advice, Estate planning strategies,...

Financial Advisor Join our team as a Financial Advisor and help individuals achieve their financial goals. Our company is a leading provider of financial services in the Metro Manila area. Benefits: Competitive compensation package Comprehensive training and development programs to enhance your skills Opportunities for career advancement...

Job Description:As a Financial Advisor, you will act as an ambassador of Pru Life UK to the clients by helping them understand their financial needs.What we do as a Financial Advisor?Attend online trainingsWFH set upDo client presentationsUnlimited commissions and incentivesEnjoy local and international travelsPotential income 30K to 100KQualifications:Can...

WE ARE HIRING Join our dynamic team as a Part-Time Financial Advisor We're looking for 20 passionate and driven individuals to take on this exciting opportunity. Position:Part-Time / Full-Time / Work-from-Home / Freelance Financial Advisor Why Join Us?• Unlimited income potential with high commissions• Weekly payouts• Flexible working hours to suit...

1.) Monthly CloseMonth-end accrual entriesEntry of recurring month-end entriesReview of monthly financials to determine if other journal entries are necessaryPrepare monthly closing statements/reports for the followingSales pipeline analysisMonthly forecasting analysis based on sales pipeline changesMaintenance of monthly closing Excel fileActual and...

Join Our Dynamic Team as a Full-Time/Part-Time Financial Advisor We're seeking 20 passionate and driven individuals to take on this exciting opportunity and start their journey to financial success and personal growth. Position: Part-Time / Full-Time / Work-from-Home / Freelance Financial Advisor (Sales Agent) Why Join Us? Unlimited income potential with...

Looking for a side hustle that offers high income potential and time flexibility?What we do as a Financial Advisor?Attend online trainings (Twice a month)WFH set up and Flexible scheduleDo client presentations and recommend financial programs for Insurance and InvestmentUnlimited commissions and incentivesEnjoy local and international travels Qualifications:...

ABOUT FACTSET: FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system. Client and User Support Team: Client & User...

Job PurposeDecides whether applications for insurance cover for should be accepted; assesses the risk according to the likelihood of a claim being made following established risk classification principles within delegated approval authority limit. Main Responsibilities1. Gathers and orders requirements using information from various sources (such as the...

Looking for a side hustle that offers high income potential and time flexibility?What we do as a Financial Advisor?Attend online trainingsWFH set upDo client presentationsUnlimited commissions and incentivesEnjoy local and international travelsPotential income 30K to 100KQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year...

URGENT HIRINGINTERNSHIP/OJT OPPORTUNITYAre you currently looking for an Internship/OJT opportunity?Sun Life Philippines – Pasay City is looking for interns to join our team Explore, learn, and grow with us as you embark on your journey to success.Willing to comply with school requirements (e.g. MOA, COC, Acceptance letter)Currently enrolled in the...

Looking for a career with purpose? Join us as a Financial Advisor and make difference in the lives of your clients and in yours (and your family's) tooHere are some perks of being an FA:Extra weekly income (approximately 10-50k)Cutting edge trainings24/7 team supportTravel incentives (local and international)WFH and work at your own time3 hours a day as...

Job Description• Prepares, analyzes and summarizes recommendations for (Annual or Quarterly) Financial Plans and Forecasts and Trend Analysis• Performs financial forecasting and variance analysis of actual results vs. forecast• Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been recorded accurately•...

Looking for a career with purpose? Join us as a Financial Advisor and make difference in the lives of your clients and in yours (and your family's) tooHere are some perks of being an FA:Extra weekly income (approximately 10-50k)Cutting edge trainings24/7 team supportTravel incentives (local and international)WFH and work at your own time3 hours a day as...

Looking for a career in the exciting & fast-growing financial services space? Be part of a young & dynamic team at Rampver Financials, awarded as Top 10 Wealth Management Services Company in APAC and now one of the largest mutual fund distributors in the Philippines Heard of GInvest by GCash? Seedbox? PERA? We're involved in those too Our mission at Rampver...

Financial Client Care Representative:You are a self-starter who provides answers to a variety of moderately complex financial advisors calls using well defined guidelines. You will perform multiple transactions to complete all aspects of customer inquiries within standard guidelines, and you will ensure that thorough records are maintained by documenting all...

Procurement Specialist Cardinal Health is seeking a skilled Procurement Specialist to join our team. As a key member of our procurement team, you will be responsible for creating and managing strategic supplier partnerships that drive enterprise value through innovation, best cost, and competitive advantages. Job Summary Develops and executes strategic plans...