Financial Advisor

6 hours ago


Davao del Sur Philippines MANULIFE DAVAO Full time

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 portfolios, retirement accounts, and insurance policies.

Qualifications
  • Experience: 1-5 years in financial advising, wealth management, banking, or investment sectors (entry-level roles may accept fresh graduates with strong financial knowledge).
  • Financial Analysis Skills: Ability to analyze financial data, market trends, and investment opportunities.
  • Communication & Interpersonal Skills: Strong ability to explain complex financial concepts in simple terms.
#J-18808-Ljbffr
  • Financial Advisor

    6 hours ago


    , Davao del Sur, Philippines SUN LIFE ADVISOR Full time

    Overview The Advisor provides expert guidance and support to clients or internal stakeholders on a variety of topics. This role requires strong analytical, communication, and problem-solving skills, as well as a deep understanding of relevant industry knowledge and best practices. The Advisor acts as a trusted resource and builds strong relationships with...

  • Financial Advisor

    6 hours ago


    , Davao del Sur, Philippines MANULIFE PHIL Davao Full time

    Overview We are seeking a knowledgeable and motivated Financial Advisor to join our team. The Financial Advisor will be responsible for providing clients with personalized financial advice, helping them plan and manage their financial goals, and recommending products and services that align with their needs. The ideal candidate will have strong communication...

  • Financial Advisor

    7 hours ago


    , Davao del Sur, Philippines Sun Life Davao City Full time

    Responsibilities Handle customer inquiries regarding banking services. Support loan processing and documentation. Assist in branch operations and administrative tasks. Maintain accurate records and reports. Collaborate with team members to achieve branch objectives. Ensure compliance with banking regulations and policies. Job Details Job Title: Financial...

  • Financial Advisor

    6 hours ago


    , Albay, Philippines DAR- V.M Quintano meat products Full time

    Overview On-site - Albay | No Experience Required | Bachelor | Full-time Salary: PHP 10,000 per month (with commission-based incentives) We are seeking a proactive and knowledgeable Financial Advisor to join our team. The ideal candidate will provide clients with expert financial advice, help them achieve their financial goals, and assist with investment,...

  • Financial Advisor

    2 weeks ago


    Davao City, Davao, Philippines PM Consulting Full time ₱850,000 - ₱1,200,000 per year

    Are you looking to build a rewarding career in financial services? We're looking for motivated individuals to join our team as Financial Advisor professionals who are passionate about guiding clients toward smart financial decisions while working within a trusted banking environment.Role OverviewThis role involves working closely with a partner bank to...


  • Davao City, Davao, Philippines beBeeParaplanner Full time ₱500,000 - ₱800,000

    Job OverviewAs a Paraplanner, you will be working closely with Advisors to prepare and implement financial plans for clients. You will require strong comprehension, logical reasoning, and analytical skills.Assist advisors in creating comprehensive financial plans for clientsConduct research on insurance products, financial concepts, superannuation, and tax...

  • Financial Advisor

    6 hours ago


    , Cagayan, Philippines Manulife Chinabank Life Assurance SM Downtown Premier Branch Full time

    Financial Advisor Manulife Chinabank Life Assurance SM Downtown Premier Branch ₱25-30K (Monthly) On-site - Cagayan 1-3 Yrs Exp Bachelor Full-time Job Description Provide solutions to solve financial problems At least Bachelor’s degree Working Location SM CDO Downtown Premier, Cagayan, Philippines Posted on 17 January 2025 Explore similar jobs...

  • Financial Advisor

    6 hours ago


    , Bulacan, Philippines Sun Life Grepa Financial, Inc. Full time

    Responsibilities Offer tailored financial advice to clients, taking into consideration their individual needs and objectives. Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas. Develop and sustain robust relationships with clients, consistently ensuring that their financial goals...

  • Financial Advisor

    6 hours ago


    , Negros Occidental, Philippines V-Call Center Link Inc. Full time

    Financial Advisor - Bacolod V-Call Center Link Inc. Salary: ₱15-20K (Monthly) Location: On-site - Negros Occidental Experience: No Exp Required Education: Bachelor Employment: Full-time Application: Chat & Apply Job Description Meet with clients to understand their financial goals, needs, and concerns. Analyze client financial information to develop...

  • Financial Advisor

    9 hours ago


    , Metro Manila, Philippines SUN LIFE - AMARYLLIS UNIT CANNONBALL NBO Full time

    3 days ago Be among the first 25 applicants This is not your usual “apply-and-forget” kind of job post. We’re not just looking for agents. We’re building a movement of modern, purpose-driven Financial Advisors who want to live a life of impact, income, and intentional freedom. If you’re someone who is: ️ Ready to take control of your time ️...