Financial Planner

3 weeks ago

Philippines Fairview International School Full time

We are a digital health therapeutics company operating across SEA, focused on the intersection of mental health and physical chronic diseases. We combine behavioural science, psychology, data science and digital design to help companies, healthcare providers, and ultimately, people in achieving a healthier lifestyle.

Visit our website to learn more about us:

We're looking for Financial Planners to help our Naluri members achieve their healthiest and best selves. As part of the team, you'll empower our members to develop healthy financial habits, make informed decisions, and reach their financial wellness goals.

Who we're looking for

Education and Professional Certification

  • Possess a Bachelor’s degree in Finance, Economics, or related field.
  • Possess the necessary valid licenses and certifications based on the specific services offered.

Experience

  • 2 to 3 years of experience working with clients from diverse financial backgrounds, including those dealing with various financial challenges.
  • Preferably candidates with local and/or international financial advisory certification.
  • Keen interest in applying digital technology to financial coaching and planning.
  • Excellent communication and interpersonal skills, with the ability to understand and address clients' underlying financial concerns and motivations.
  • Capable of conducting financial assessments, considering all aspects of a client's financial situation, and presenting tailored solutions to help clients achieve their financial goals.

What you’ll be doing

  • Plan and conduct financial consultations and talks with clients, both in person and virtually.
  • Provide holistic financial support to our members, using evidence-based methods to guide them toward making sound financial decisions and achieving their financial goals.
  • Conduct financial care processes for members digitally.
  • Review members' progress and offer feedback as part of financial education and ongoing monitoring.
  • Assist members in navigating financial stress and significant life events such as salary cuts, weddings, or welcoming a newborn.
  • Collaborate with other digital coaches and financial providers to develop customised, comprehensive plans.
  • Develop lesson content, coaching methods, and training materials.

Our Culture

  • We empower teams to prioritize customer value and plan their way to achieve it.
  • We love our get-togethers - be they virtual or physical, over lunch or evening outings.
  • We encourage the use of our unlimited holiday days policy (just ensure your team isn't left in the lurch)
  • We thrive on principles like "Act like an Owner", "Keep it Simple", "Trial and Error", "Fail fast", "Disagree and Commit", and "Think Big".

Our People

We're a diverse group of Scuba Divers, Cooks, Travellers, and Enigmatologists (you might need to Google that), Video Gamer heroes, Movie Buffs, Readers, Swimmers, Board Gamers, Music Lovers, every other variety of people. You'll find a friend in someone here

Working with state-of-the-art AI technologies and the latest tools, you'll be learning from industry experts in a practical data-driven business environment. Bring your ideas, see them come to life, and impact our business and the people we serve.

#J-18808-Ljbffr

  • Financial Planner

    1 week ago

    , Metro Manila, Philippines Buscojobs Full time

    Job Postings Overview Multiple financial planning and sales roles are listed below from various employers. Each posting includes role descriptions, qualifications, responsibilities, and application details. This refined description preserves the original content language while presenting it in clean HTML with proper headings and lists. Posting 1: Financial...

  • Workforce Planner

    1 week ago

    , Cagayan Valley, Philippines Buscojobs Full time

    Posted today Job Description Job Title: Workforce Planner Job Type: Full-Time Work Setup: Onsite Location: BGC, Taguig Industry: Banking & Financial Services About the Role: We are looking for an experienced and detail-oriented Workforce Planner to support our operations team in the banking and finance sector. This role is key in ensuring optimal staffing...

  • Financial Consultant

    3 weeks ago

    , Albay, Philippines Dhan guru ramdas trading corp. Full time

    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,...

  • Workforce Management Capacity Planner

    6 days ago

    , Metro Manila, Philippines Optum Full time

    Optum National Capital Region, Philippines Workforce Management Capacity Planner As a Capacity Planner, you will grow and develop as you conduct and manage outcomes of various studies. You will be challenged to analyze, review, and forecast data for operational and business planning. As part of this elite team, you will be empowered to impact the health care...

  • Senior Merchandise Planner

    1 week ago

    , Metro Manila, Philippines Buscojobs Full time

    Job Postings – Senior Merchandise Planner / Demand Planning Location options include Marikina / Makati / Mandaluyong, National Capital Region, Philippines. Multiple postings list varying locations and employers. Please review the individual postings for exact company, salary, and requirements. Overview We are seeking experienced Merchandise Planners /...

  • Workforce Capacity Planner with Forecasting experience

    12 hours ago

    , Metro Manila, Philippines Optum Full time

    Workforce Capacity Planner with Forecasting experience 2 days ago Be among the first 25 applicants Overview Role: Workforce Capacity Planner with Forecasting experience. Responsibilities and qualifications described below. Responsibilities Gather, analyze, review, predict, and identify trends in complex data. Provide analysis and interpretation for...

  • Retail Inventory Planner

    1 week ago

    , Metro Manila, Philippines Buscojobs Full time

    Overview Job Summary We are looking for a Merchandise Planner to drive strategic financial planning across departments—ensuring sales, margin, and inventory productivity targets are met. This role is crucial in aligning financial goals with product strategies, using data-driven insights to optimize performance for both online and offline platforms....

  • Financial Consultant

    3 weeks ago

    , Davao del Sur, Philippines GRANDUKE FINANCING Full time

    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,...

  • URGENT HIRING: Financial Wealth Planners

    3 weeks ago

    , Metro Manila, Philippines FWD D11 District Full time

    Overview We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver better service and experience. We believe financial security...

  • Workforce Planner

    3 weeks ago

    , , Philippines TaskUs Full time

    .Workforce Planner page is loaded## Workforce Plannerlocations: Quezon, NCR, Philippinestime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 19, 2025 (16 days left to apply)job requisition id: R\_2509\_11859****About TaskUs:**** TaskUs is a provider of outsourced digital services and next-generation customer experience...