Financial Advisor
2 weeks ago
Overview We are seeking a knowledgeable and client-focused Financial Advisor to provide personalized financial guidance to our clients. The ideal candidate will analyze financial data, recommend strategies, and assist clients in achieving their long-term financial goals, such as retirement planning, investments, and wealth management. Responsibilities Assess clients’ financial situation, goals, and risk tolerance Develop customized financial plans and investment strategies Recommend appropriate financial products and services Monitor clients’ financial plans and adjust strategies as needed Stay updated on market trends, financial laws, and regulatory changes Build and maintain long-term client relationships Maintain proper documentation and compliance with industry regulations Qualifications Bachelor's Degree in ANY course #J-18808-Ljbffr
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Financial Consultant
5 days ago
Iloilo City, Western Visayas, Philippines Financial Advisor Full time ₱30,000 - ₱80,000 per yearLooking for a career with purpose? Join us as a Financial Advisor and make difference in the lives of your clients and in yours (and your family's) tooQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year course)Willing to be trainedSales experience is not requiredWhat we do as a Financial Advisor?Attend online trainingsWFH set...
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NO EXP NEEDED! Part-time WFH Insurance Agent
2 days ago
Quezon City, Philippines Financial Advisor Full timeLooking for a side hustle that offers high income potential and time flexibility? What we do as a Financial Advisor? Attend online trainings WFH set up Do client presentations Unlimited commissions and incentives Enjoy local and international travels Potential income 10K and up Basic Qualification: Filipino citizen and resident, preferably NCR or nearby...
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Financial Advisor
7 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time ₱900,000 - ₱1,200,000 per yearCompany DescriptionSun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through various channels, including agency, bancassurance, and group accounts. YGC is one of Southeast Asia's largest conglomerates with over 90...
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Financial Advisor
2 days ago
Quezon City, Philippines Insular Life Assurance Co., Ltd. Full timeUnit Manager @ Insular Life Assurance Co., Ltd. | Team Leadership, Financial Planning Company Description InLife is the first and largest Filipino life insurance company. Thriving through 114 years of uninterrupted service, it remains the only mutual company in the Philippines. InLife is dedicated to helping Filipinos prepare for the future and live...
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Financial Advisor
7 days ago
Quezon City, National Capital Region, Philippines Insular Life Assurance Co., Ltd. Full time ₱600,000 - ₱800,000 per yearCompany DescriptionInLife is the first and largest Filipino life insurance company. Thriving through 114 years of uninterrupted service, it remains the only mutual company in the Philippines. InLife is dedicated to helping Filipinos prepare for the future and live #ALifetimeForGood.Role DescriptionThis is a full-time hybrid role for a Financial Advisor,...
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Financial Advisor
7 days ago
Quezon City, Philippines ECLARO Full timeRole: Financial Advisor The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations. Some remote work is acceptable for this role. Products to be sold Investments Stock and Asset management Mutual funds Insurance etc. Qualifications 4‑year college...
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Financial Advisor
4 weeks ago
Quezon City, Philippines Life Saverz Full timeResponsibilities Conduct financial needs analysis to understand clients’ goals and recommend suitable insurance and investment solutions. Provide personalized financial advice on protection, savings, and retirement planning. Build and maintain long-term relationships with clients through consistent follow-ups and excellent service. Meet and exceed sales...
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Financial Advisor
2 weeks ago
Quezon City, Philippines Lazurite District - MoneyWise Full timeOverview Financial Advisor is a professional who helps people and businesses with their finances. They provide advice on how to save money, reduce debt, and invest. Promote proper savings and also helps client plan for inheritance, Wealth transfer. Retirement planning, and pre-emptive solutions for Life Uncertainties. Responsibilities Financial Advisor is a...
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Financial Advisor
1 week ago
Quezon City, National Capital Region, Philippines Allianz PNB Life Full time ₱600,000 - ₱1,200,000 per yearour Career, Your TermsFinancial AdvisorCaelum Financial Solutions | Intermediary of Allianz PNB Life(Disclaimer: This is not a bancassurance role. We operate under the agency channel, providing you with the flexibility and control to grow your own financial advisory business.This is a commission-based career with unlimited earning potential.)Are you...
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Financial Advisor
5 days ago
Quezon City, National Capital Region, Philippines PanaMatrix Analytics Full time ₱150,000 - ₱200,000 per yearFinancial Advisor / Portfolio ManagerPosition: Freelance / Part-Time / Full-timeCompensation: Performance-Based (Profit Sharing) + Lucrative Bonuses and IncentivesAbout UsWe are a cutting-edge quantitative research and investment solutions group offering ready-made, fully customized quant investment portfolios. These portfolios are designed for...