Financial Consultant

13 hours ago


Albay Philippines JMH MICROFINANCE, INC. - Daraga Full time

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 description for a Financial Consultant:
  • Key Responsibilities:
  • Client Consultation: Meet with clients to understand their financial goals, needs, and current financial status.
  • Financial Planning: Develop customized financial plans, including budgeting, saving, investment, retirement, and insurance strategies.
  • Bachelor's degree in finance, economics, accounting, or a related field (Master's degree or certifications such as CFP, CFA, or CPA is a plus).
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities.
  • Proficiency in financial modeling, budgeting, and forecasting.
  • Knowledge of financial software and tools.
  • Ability to build and maintain client relationships.
  • Attention to detail and ethical standards.

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
#J-18808-Ljbffr
  • Financial Consultant

    13 hours ago


    , Albay, Philippines Dhan guru ramdas trading corp. Full time

    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,...

  • Real Estate Consultant

    13 hours ago


    , Albay, Philippines Sorcom Leasing Full time

    Responsibilities A Real Estate Consultant provides expert advice to clients on buying, selling, or investing in properties. They conduct market research, analyze trends, and offer strategic guidance to help clients make informed real estate decisions. Market Analysis: Conduct research on real estate trends, property values, and economic factors affecting the...

  • Real Estate Consultant

    13 hours ago


    , Albay, Philippines Pat's Ville Subdivision Full time

    Job Description A real estate consultant provides expert advice and guidance to clients regarding the buying, selling, leasing, and management of properties. Their job is to help clients make informed decisions based on market trends, property values, and investment opportunities. Responsibilities Market Research & Analysis: Conduct detailed market research...

  • Financial Consultant

    13 hours ago


    , Lanao del Norte, Philippines PRULIFE UK NORTHERN MINDANAO Full time

    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,...

  • Financial Consultant

    13 hours ago


    , Davao del Sur, Philippines GRANDUKE FINANCING Full time

    Job Description A financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals. Government Mandated Benefits A financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances,...

  • Financial Consultant

    13 hours ago


    , Davao del Sur, Philippines Nilds Lending Services Full time

    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....


  • , , Philippines Kainos Smart Full time

    Join Kainos and Shape the Future At Kainos, we’re problem solvers, innovators, and collaborators - driven by a shared mission to create real impact. Whether we’re transforming digital services for millions, delivering cutting-edge Workday solutions, or pushing the boundaries of technology, we do it together. We believe in a people-first culture , where...


  • Philippines PRU IFE UK Full time ₱10,000 - ₱40,000 per year

    1 week ago Be among the first 25 applicants Direct message the job poster from PRU IFE UKLicensed Financial Consultant - Pru Life UK | Associate Software Engineer - AccentureDo you want to have a rewarding career? Work and live with purpose? Travel in style? Lead a team? Don't miss these out Exciting opportunities await you. Be part of something great....

  • Financial Consultant

    13 hours ago


    , Pampanga, Philippines SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.) Full time

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

  • Financial Consultant

    13 hours ago


    , Davao del Sur, Philippines Your North Sirius Forces Unit Full time

    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...