Financial Consultant

Overview This position is responsible for providing comprehensive financial guidance to clients, building and maintaining strong client relationships, and achieving sales targets. The Financial Consultant will analyze client financial situations, recommend appropriate financial products and services, and educate clients on financial planning concepts....

Overview Financial Consultant – Your North Sirius Forces Unit Location: Davao City, Davao del Sur, Philippines. On-site. Salary: ₱10-20K per month. Fresh graduates or students. High school to senior high school level. Part-time. Posted 14 January 2025. Active within seven days. Responsibilities An insurance agent is a professional responsible for selling...

Overview Our company Black Orcas is looking for fresh graduates who'd like to explore the career of being a financial consultant. Be part of our newest program - Fast track to Entrepreneurship! A financial consultant plays a pivotal role in guiding individuals and businesses toward their financial aspirations. With their expertise and tailored strategies,...

Overview A Business Services Consultant provides expert advice and strategic guidance to businesses in order to optimize their operations, improve performance, and achieve their goals. The role typically involves understanding client needs, analyzing business processes, and recommending solutions to enhance efficiency and growth. Education A bachelor’s...

Overview (Firm Name) is a full-service accounting firm providing expert financial services to businesses and individuals. We offer comprehensive solutions in bookkeeping, tax preparation, financial reporting, auditing, and consulting with a focus on helping clients maintain financial stability, achieve their goals, and stay compliant with regulations. Our...

Overview Client Consultation: Meet with clients to assess their financial goals, risk tolerance, and current financial status. Educate clients on financial products, investment strategies, and savings plans. Responsibilities Financial Planning & Investment Management: Develop customized financial plans based on client needs. Recommend and manage...

Overview Advise clients on real estate investments, market conditions, and property values. Conduct property showings, negotiate deals, and facilitate transactions. Build and maintain strong client relationships to generate leads and referrals. Stay updated on real estate laws, regulations, and market trends. Prepare and present financial reports, contracts,...

Responsibilities The Group Sales Officer or Corporate Sales Executive is responsible for acquiring new business corporate accounts within their designated area according to prescribed sales targets on a quarterly or annual basis to contribute to the goals of the business unit. The position shall occasionally assist the Team Leader in the supervision of Group...

Overview We are looking for an experienced and strategic Financial Consultant to join our team. The Financial Consultant will work closely with clients to assess their financial goals and provide tailored advice on investments, savings, insurance, and long-term financial planning. The ideal candidate will have a strong understanding of financial markets,...

On-site - Albay 1-3 Yrs Exp Master Full-time Share Job Description A Financial Consultant provides expert advice and tailored financial strategies to help clients achieve their financial goals. They analyze financial data, assess risks, and recommend solutions to improve financial health, investment portfolios, or business operations. Below is a detailed job...