Financial Advisor
2 weeks ago
Overview Provide personalized financial advice to clients and analyze clients' financial status and goals. Develop and implement investment strategies, monitor client portfolios and adjust as needed, educate clients on financial products and market trends, build and maintain lasting client relationships, and stay updated on financial regulations and industry changes. Responsibilities Provide personalized financial advice to clients. Analyze clients' financial status and goals. Develop and implement investment strategies. Monitor client portfolios and adjust as needed. Educate clients on financial products and market trends. Build and maintain lasting client relationships. Stay updated on financial regulations and industry changes. Qualifications Educational Qualifications: A Master\'s degree in Finance, Economics, or a related field is required. Experience Level: Applicants must have 3-5 years of relevant experience in financial advising or related roles. Skills and Competencies: Strong interpersonal and communication skills, expertise in wealth management and valuation analysis are essential. Working Conditions: Typically work in an office setting with potential client meetings. Qualities and Traits: Must be detail-oriented, trustworthy, and possess strong analytical skills. #J-18808-Ljbffr
-
Financial Consultant
5 days ago
Iloilo City, Western Visayas, Philippines Financial Advisor Full time ₱30,000 - ₱80,000 per yearLooking 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) tooQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year course)Willing to be trainedSales experience is not requiredWhat we do as a Financial Advisor?Attend online trainingsWFH set...
-
Financial Advisor
7 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time ₱900,000 - ₱1,200,000 per yearCompany DescriptionSun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through various channels, including agency, bancassurance, and group accounts. YGC is one of Southeast Asia's largest conglomerates with over 90...
-
NO EXP NEEDED! Part-time WFH Insurance Agent
2 days ago
Quezon City, Philippines Financial Advisor Full timeLooking for a side hustle that offers high income potential and time flexibility? What we do as a Financial Advisor? Attend online trainings WFH set up Do client presentations Unlimited commissions and incentives Enjoy local and international travels Potential income 10K and up Basic Qualification: Filipino citizen and resident, preferably NCR or nearby...
-
Bancassurance Financial Advisor
1 week ago
Cebu City, Central Visayas, Philippines Insular Life Assurance Co., Ltd. Full time ₱40,000 - ₱120,000 per yearFast-Track Your Career as a Bancassurance Financial AdvisorReady to take your sales career to the next level?Join Insular Life, the country's first and largest Filipino life insurance company, and gain exclusive access to UnionBank's premium clientele. This is your chance to represent a trusted brand, work with a top-tier bank partner, and achieve unlimited...
-
Financial Advisor
2 days ago
Quezon City, Philippines Insular Life Assurance Co., Ltd. Full timeUnit Manager @ Insular Life Assurance Co., Ltd. | Team Leadership, Financial Planning Company Description InLife is the first and largest Filipino life insurance company. Thriving through 114 years of uninterrupted service, it remains the only mutual company in the Philippines. InLife is dedicated to helping Filipinos prepare for the future and live...
-
Financial Advisor
7 days ago
Quezon City, National Capital Region, Philippines Insular Life Assurance Co., Ltd. Full time ₱600,000 - ₱800,000 per yearCompany DescriptionInLife is the first and largest Filipino life insurance company. Thriving through 114 years of uninterrupted service, it remains the only mutual company in the Philippines. InLife is dedicated to helping Filipinos prepare for the future and live #ALifetimeForGood.Role DescriptionThis is a full-time hybrid role for a Financial Advisor,...
-
Financial Advisor
7 days ago
Quezon City, Philippines ECLARO Full timeRole: Financial Advisor The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations. Some remote work is acceptable for this role. Products to be sold Investments Stock and Asset management Mutual funds Insurance etc. Qualifications 4‑year college...
-
Financial Advisor
2 weeks ago
Cebu City, Philippines E-Solutions IT Services Full timeWe’re seeking proactive, customer-oriented professionals to join our team as Financial Solutions Consultants . In this key role, you’ll represent our organization within partner bank branches, delivering personalized financial guidance and insurance solutions. As a trusted advisor, you’ll support clients in choosing the right life insurance products...
-
Financial Advisor
4 weeks ago
Quezon City, Philippines Life Saverz Full timeResponsibilities Conduct financial needs analysis to understand clients’ goals and recommend suitable insurance and investment solutions. Provide personalized financial advice on protection, savings, and retirement planning. Build and maintain long-term relationships with clients through consistent follow-ups and excellent service. Meet and exceed sales...
-
Financial Advisor
2 weeks ago
Quezon City, Philippines Lazurite District - MoneyWise Full timeOverview Financial Advisor is a professional who helps people and businesses with their finances. They provide advice on how to save money, reduce debt, and invest. Promote proper savings and also helps client plan for inheritance, Wealth transfer. Retirement planning, and pre-emptive solutions for Life Uncertainties. Responsibilities Financial Advisor is a...