Financial Consultant
7 days ago
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
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						Financial Consultant
7 days ago
, Albay, Philippines Dhan guru ramdas trading corp. Full timeOverview 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,...
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						Financial Consultant
7 days ago
, Lanao del Norte, Philippines PRULIFE UK NORTHERN MINDANAO Full timeOverview 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,...
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						Real Estate Consultant
7 days ago
, Albay, Philippines Sorcom Leasing Full timeResponsibilities 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...
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						Financial Consultant
7 days ago
, Davao del Sur, Philippines GRANDUKE FINANCING Full timeJob 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, make...
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						Financial Consultant
7 days ago
, Davao del Sur, Philippines Nilds Lending Services Full timeOverview 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....
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						Real Estate Consultant
7 days ago
, Albay, Philippines Pat's Ville Subdivision Full timeJob 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...
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						Financial Consultant
7 days ago
, Pampanga, Philippines SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.) Full timeThe 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...
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						Financial Consultant
7 days ago
, Davao del Sur, Philippines Your North Sirius Forces Unit Full timeOverview 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...
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						Workday Financials Architect
5 days ago
, , Philippines Kognitiv Inc. Full timeAt Kognitiv Inc., we’re redefining what it means to be a Workday partner. As one of the fastest-growing companies in the ecosystem, we bring deep expertise, innovative thinking, and a people-first mindset to everything we do. We’re not just building better Workday solutions—we’re building a company where talented people thrive. Ready to do your best...
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						Financial Planner
7 days ago
, , Philippines Fairview International School Full timeWe are a digital health therapeutics company operating across SEA, focused on the intersection of mental health and physical chronic diseases. We combine behavioural science, psychology, data science and digital design to help companies, healthcare providers, and ultimately, people in achieving a healthier lifestyle. Visit our website to learn more about us:...