Financial Consultant

Overview Provide expert financial advice on wealth management and investment strategies. Build lasting relationships with clients by identifying their financial goals and needs. Conduct comprehensive financial assessments and create tailored financial plans. Stay updated with market trends and changes in financial regulations. Educate clients about various...

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, make...

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....

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...

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,...

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...

About the RoleGuide clients by educating them about savings, investments, and insurance while working remotely with a flexible schedule.What You'll Do• Explain financial solutions• Create client-focused plans• Maintain online records• Work 2–3 hrs/dayWhat We Offer• Remote work convenience• Commission earnings• Training sessions• Flexible...

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...

Overview Client Consultation: Meet with clients to assess their financial goals, risk tolerance, and current financial status. Educate clients on financial products, investment strategies, and savings plans. Responsibilities Financial Planning & Investment Management: Develop customized financial plans based on client needs. Recommend and manage investment...

At 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...