Financial Consultant

Overview A Financial Consultant / Financial Advisor serves as a professional guide, helping individuals, families, and businesses achieve financial security and long-term wealth goals. The role includes educating clients on financial products, creating tailored financial plans, and offering solutions that address various financial needs. At Your Next-Gen...

Provide expert financial consulting services to clients based on their unique needs and objectives. Analyze client financial data to create personalized financial plans and investment strategies. Build and maintain strong relationships with clients through consistent networking and follow-up. Utilize consultative sales techniques to effectively present...

Pru Life UK Makati, National Capital Region, Philippines Financial Consultant Join to apply for the Financial Consultant role at Pru Life UK Help clients accomplish financial objectives by assessing the financial situation; Developing and presenting financial solutions such as insurance and investment plans. Must be a graduate of a 4-year course, any...

Overview A Financial Consultant is responsible for helping individuals and businesses choose suitable insurance policies based on their financial needs, risk profile, and long-term goals. They serve as trusted advisors, offering guidance on life, health, accident, and investment-linked insurance products. Qualifications Bachelor’s degree (any 4-year course...

Overview Evaluate clients' financial status and goals. Develop personalized financial plans and investment strategies. Advise on risk management and asset allocation. Monitor client portfolios and adjust strategies as needed. Provide ongoing support and education on financial topics. Maintain compliance with industry regulations. Responsibilities Evaluate...

Looking for a part‑time opportunity that lets you earn more, learn more, and make a difference ? Join Mighty House Financial Consultancy , an award‑winning branch of Manulife Philippines recognized for excellence in sales, recruitment, and leadership development. We’re building future‑ready financial professionals — and you could be one of them....

Eastern Summit Life Insurance Agency, Inc. Hybrid - Makati No Exp Required Bachelor Part-time Job Description Employee Recognition and Rewards Commission, Performance Bonus, Anniversary Gifts, Incentives Insurance Health & Wellness Annual Company Trip, Open Workspace Overview of role and responsibilities As a Financial Consultant, you will be at the...

Provide financial guidance to our clients in the insurance and investment industry. Analyze financial data and market trends to help clients make informed decisions. Customize financial plans according to client needs, aligning with regulatory standards at Manulife Philippines. Remain abreast of all industry changes and effectively communicate the impact to...

About the roleWe are seeking a motivated and driven Part-Time Financial Consultant to Assistant Unit Manager to join our team at PRULIFE UK in Makati City Metro Manila. In this role, you will be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals. This is a part-time opportunity,...

NOTE: We are looking to fill Junior and Mid positions.Role PurposeThe Financial Risk Consultant/Analyst will support a Clients to design and implement financial risk programs. This includes but not limited to credit risk policies, fund sourcing frameworks, liquidity monitoring, stress testing, and collections policy development. The focus is on drafting...