Financial Advisor

A Financial Advisor, or Financial Consultant, is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize...

A Financial Advisor, or Financial Consultant, is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...

As a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present. You are expected to do the following activites:• Provide financial advice to clients in their short or long term financial goals.• Respond to prospective customer queries about financial planning • Explain the different products of the company to...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more.SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop.BUILDING RAPPORT –...

1. PROSPECTING – List down friends, family, relatives, and colleagues who need investments, mutual funds, uitf, life insurance, health card, car insurance, and more. 2. SETTING APPOINTMENT – Contact your ​prospective clients for a meeting preferably online (due to COVID 19) or visit their office, residence or meet them in a coffee shop. 3. BUILDING...

As a Sun Life Financial Advisor, you can help people plan for their future as you enrich your present.You are expected to do the following activites: Provide financial advice to clients in their short or long term financial goals. Respond to prospective customer queries about financial planning Explain the different products of the company to clients...

Opportunity Expired BDO Life offers highly qualified Financial Advisors with an opportunity to achieve their personal and professional aspirations. Build a rewarding career with BDO LifeOur Financial Advisors work in partnership with BDO in securing the financial well-being of Filipino families. They carry out a noble purpose of helping BDO clients by...

As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. You've come to the right place As a BDO Life Financial Advisor, you get the opportunity to level up your skills, expand your network, and make a difference in people's lives. What's more, as you help others protect...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

Candidate must possess at least a Bachelor's/College Degree on any course.Fresh Grad / Entry Level specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent.Required skill(s): Strong interpersonal and communication skills, Ability to build rapport and trust with clients, Analytical and problem-solving skills, Sales and negotiation...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

We have an available position for Aspiring Financial Advisors. You can start as a part timer, with P10,000 allowance for your first 6months on top of commissions, without leaving your current job. Or you can immediately commit as a Full Timer and have an allowance of up to P60,000 monthly on your first 12 months, also on top of the commissions, rewards and...

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering...

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering...

We are excited to announce a massive expansion in Iligan City, and we want you to be a part of it Experience the opportunity to grow both personally and financially by joining our truly dynamic team. Work in a collaborative and inclusive environment that genuinely values and recognizes your contributions, offering unlimited potential for growth and success...

Select how often (in days) to receive an alert: Business Unit: BDO Life Assurance Company, Inc. Department: Are you looking for an entrepreneurial type of career in corporate world through life insurance sales? Are you after a financially-rewarding and noble career by protecting the financial well-being of Filipino families? Then join our growing BDO...

Trainer – Brighter PRO (VisMin) page is loaded Trainer – Brighter PRO (VisMin) Apply locations Cebu City, Cebu time type Full time posted on Posted 16 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...