Financial Planner

20 hours 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

  • Strategy Planner

    2 weeks ago

    Philippines Globe Telecom Full time $40,000 - $80,000 per year

    At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.Job DescriptionThe Strategy Planner will co-lead the annual planning / strategy formulation exercise and quarterly strategy reviews of the B2B business. The...

  • Financial Consultant

    13 hours 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,...

  • Strategic Financial Planner

    2 weeks ago

    Philippines beBeeFinancial Full time $60,000 - $100,000

    About This RoleWe are seeking a seasoned financial professional to join our team as a Financial Planning and Analysis Specialist.This is an exciting opportunity for someone who wants to leverage their skills in financial data management, analysis, and reporting to drive business growth and success.Key ResponsibilitiesManage and maintain accurate and...

  • Senior Planner

    2 weeks ago

    Philippines BrioHR Full time ₱50,000 per year

    As our Senior Planner, you will develop effective merchandising plans to shape our product strategy, trade in season to maximise performance and capitalise on opportunities; work cross-functionally to deliver financial KPIs in line with company strategy across an omni-channel portfolio.This role requires a strong background in inventory planning and...

  • Workforce Planner

    16 hours 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...

  • URGENT HIRING: Financial Wealth Planners

    20 hours 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...

  • Financial Consultant

    13 hours 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,...

  • Financial Advisor

    13 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...

  • Paraplanner - (002-00130) CG

    20 hours ago

    , , Philippines Hunt St, Pty Full time

    Job Role: Paraplanner Full- time | Independent Contractor Salary Budget: 1800 - 2600 AUD Who We Are: At Hunt St we help Aussie and US based companies directly hire top 5% remote talent in the Philippines & Nepal. You will be hired directly by the client, we are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home....

  • Executive Assistant

    2 weeks ago

    Philippines ConnectOS Full time $40,000 - $60,000 per year

    Schedule: Monday to Friday (8:30 PM - 05:30 AM PHT)What are we looking for? Skills Required: Proven experience in administrative support, project coordination, or a similar role.Proficiency in Microsoft 365 Suite (MS Planner, Outlook, Calendar, Teams, OneNote, etc.)Strong organizational and multitasking skills, with the ability to manage multiple calendars...