Financial Advisor

As a Financial Advisor, our job is to help our clients do financial planning like education plan, retirement, emergency, health, saving for milestones and such. This job is equivalent to insurance agent, financial consultant or wealth planner. If you wanted to know more about this opportunity, I can give an overview and walkthrough of the process. Just send...

As a Financial Advisor, our job is to help our clients do financial planning like education plan, retirement, emergency, health, saving for milestones and such. This job is equivalent to insurance agent, financial consultant or wealth planner. If you wanted to know more about this opportunity, I can give an overview and walkthrough of the process. Just send...

What We OfferAt Team Ives - Virtual Insurance Advisor, we are seeking a talented Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial advice and guidance to our clients.Key ResponsibilitiesProvide financial guidance and advice to clientsAnalyze clients' financial situations and develop...

Job OverviewWe are seeking a skilled Financial Security Specialist to join our team at Team Ives - Virtual Insurance Advisor.About the RoleThis is a key position that involves identifying clients' insurance needs and providing expert advice to protect their financial security.Duties and ResponsibilitiesSelling insurance policies to individuals, families,...

We are seeking a skilled Financial Advisor to join our team at Sun Life of Financial - Acropolis Unit.As a Financial Advisor, your primary responsibility will be to help clients achieve their financial goals through expert planning and guidance.The ideal candidate will possess excellent communication skills, a strong understanding of financial markets, and...

An insurance agent is responsible for identifying clients' insurance needs and providing solutions to protect their financial security. This role involves selling insurance policies, offering expert advice, and building long-term relationships with clients. Insurance agents work with individuals, families, and businesses to ensure they are adequately covered...

Key ResponsibilitiesMeet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.Provide strategic advice on investments, insurance, and debt management tools.Secure stocks and bonds, and establish progressive savings accounts.Manage client accounts in accordance with industry and federal regulations.Stay up-to-date...

An insurance agent is responsible for identifying clients' insurance needs and providing solutions to protect their financial security. This role involves selling insurance policies, offering expert advice, and building long-term relationships with clients. Insurance agents work with individuals, families, and businesses to ensure they are adequately covered...

An insurance agent is responsible for identifying clients' insurance needs and providing solutions to protect their financial security. This role involves selling insurance policies, offering expert advice, and building long-term relationships with clients. Insurance agents work with individuals, families, and businesses to ensure they are adequately covered...

Qualifications:• 2-3 years of relevant project management experience• Minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement and...

Qualifications: • 2-3 years of relevant project management experience • Minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement...

Qualifications: • 2-3 years of relevant project management experience • Minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager with experience with front office advisor support, back office – account management process, investment fund records keeping, funds and portfolio accounting, financial statement...

**Job Title:** Finance Manager BGCThe Finance Manager will oversee all financial aspects of our business, including budgeting, forecasting, reporting, and financial analysis. He or She shall analyze daily financial activities and provide guidance to executives on future financial plans. As Finance Manager, he/she shall be responsible for the development and...

Job SummaryWe are seeking a Senior Operations Manager to join our team at TASQ Staffing Solutions in McKinley West, Taguig. This is a hybrid work setup role, with 3 days a week onsite.About the RoleManage stakeholder expectations and ensure compliance with FINRA and regulatory guidelines.Apply knowledge of operations and broker-dealer supervision to make...

Duties/Responsibilities:Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or services.Qualifications:Profile 1: Graduate or 3rd year college Undergraduate of Financial Course orProfile 2: Any...

Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or services. Qualifications: Profile 1 : Graduate or Undergraduate of Financial Course or Profile 2 : Any Financial...

Get Hired Now as - Customer Service Agent - With Experience - Taguig Site - Up to 24k Duties/Responsibilities:Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or...

Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or services. Qualifications: Profile 1 : Graduate or Undergraduate of Financial Course or Profile 2 : Any Financial...

Get Hired Now as - Customer Service Agent - With Experience - Taguig Site - Up to 24k Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or...

Get Hired Now as - Customer Service Agent - With Experience - Taguig Site - Up to 24k Duties/Responsibilities: Responsibility Includes responding to incoming calls from the customers, answering questions and inquiries, troubleshooting problems, providing information and handling complaints regarding the organization's products or...