
Financial Advisor
2 weeks ago
As a Financial Advisor, our primary responsibility is to help clients make informed financial choices by offering expert guidance on financial planning, investments, insurance, and related solutions. By understanding each client’s unique goals, we will craft strategies to support their journey toward financial stability and success.
Key Responsibilities
Client Relationship Management
- Build and nurture relationships with individual and corporate clients.
- Conduct financial needs assessments to identify clients’ objectives and risk preferences.
- Provide continuous support and updates as clients' financial circumstances change.
Financial Planning and Advisory
- Design personalized financial plans encompassing savings, investments, insurance, and retirement goals.
- Advise on risk management strategies and wealth accumulation techniques.
- Educate clients on market trends, financial products, and best practices.
Sales and Business Development
- Actively seek new clients through networking, referrals, and lead generation efforts.
- Present and recommend financial products aligned with client needs.
- Achieve sales targets and contribute to the overall success of the team.
Training and Professional Development
- Engage in training programs to stay informed about financial products, market trends, and industry regulations.
- Secure required certifications and licenses to maintain professional practice standards.
- Bachelor’s degree in any field
- Excellent verbal and written communication skills, along with strong interpersonal abilities.
- Proficient in analyzing and solving problems to understand client needs and recommend appropriate solutions.
- Self-driven, goal-focused, and capable of working independently or collaboratively within a team.
- Sales experience is an asset but not mandatory, as training will be provided.
- Open to fresh graduates and career changers with a passion for helping others achieve financial stability.
-
Financial Advisor
3 weeks ago
San Juan, National Capital Region, Philippines Alpine Summit Life Insurance Agency Full timeOverviewThis is a part-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services. Other tasks include analyzing financial data, developing financial strategies, and staying up...
-
Homebased Sales Agent
2 days ago
San Fernando, Central Luzon, Philippines Financial Advisor Full time ₱260,000 - ₱520,000 per yearOpen to applicants residing in NCR or nearby provinces.Pru Life UK is looking for driven Financial Advisors with a passion for sales and a talent for consistently exceeding targets. This is an exciting opportunity to be part of a dynamic company and help individuals and families achieve their financial goals.Qualifications:A Bachelor's degree in any field...
-
Financial Advisor
3 weeks ago
San Fernando, Central Luzon, Philippines CG Elite Eastern Peak, LIA Full timeOverviewThe Opportunity: Build Your Legacy in Corporate Financial StrategyCG Elite Eastern Peak is seeking a dynamic Senior Financial Advisor to spearhead Corporate Solutions activities. This is a role with entrepreneurial freedom and the backing of the nation's #1 insurer, focused on crafting bespoke financial solutions for high-value corporate clients and...
-
Financial Advisor for Rosario, Cavite
4 days ago
San Fernando, Central Luzon, Philippines Eastwest Ageas Insurance Full time ₱60,000 - ₱120,000 per yearBe assigned in EastWest Bank Store in Rosario, Cavite.20K Base Salary + following Incentives:Earn as much as P15,000.00 monthly position incentiveEarn as much as P18,000.00 monthly by performing your qualified bestUnlimited earning potential from sales commissions and bonusesAre you passionate about helping fellow Filipinos reach their financial goals? Be an...
-
San Fernando, Philippines Pru Like UK - Team Mark Full timeHiring | No Work Experience | Part-Time |Financial Advisor | Work from home Pru Like UK - Team Mark Urgent ₱50-65K (Monthly) Hybrid - Makati No Exp Required Bachelor Part-time Job Description Employee Recognition and Rewards Commission, Performance Bonus, Employee of the Month Award, Employee Recognition Program, Quarterly Gifts Insurance Health &...
-
20,000 Monthly Part-Time Income
2 hours ago
San Juan, National Capital Region, Philippines Private Advertiser Full time ₱200,000 - ₱240,000 per yearJOIN OUR TEAM AS A FINANCIAL ADVISOR-Accepting Full-time and Part-time applicantsLooking for a career that's flexible, meaningful, and rewarding? Become a Financial Advisor and help others secure their future—while building yours.As part of Pru Life UK, you'll gain the tools and support to succeed in the financial industry, even with no prior experienceWho...
-
Business Development Consultant OAT
2 weeks ago
San Juan, Philippines Orion Full timeOverview As a Business Development Consultant OAT, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Advisors. This position is responsible for obtaining new clients for Orion or growing existing client's revenue, depending on territory. Additionally, this position will work with partners and...
-
Accountant/Finance Advisor
2 weeks ago
San Juan, Philippines Buscojobs Full timeOverview Financial Planning & Analysis Manager - APAC. Full-time, permanent. Work Schedule: 9:00 AM to 6:00 PM. Work Location: Full-time work from home (until further notice). Office address is in BGC, Taguig City. Reports to: AVP Finance - APAC. Job Description Hitachi Solutions is an IT company of the Hitachi Group with a global presence. This role is...
-
Associate Financial Professional
20 hours ago
San Jose, Philippines WizeHire, Inc Full timeOverview New York Life Insurance Company - Santa Clara General Office • San Jose , CA , US Posted 2 days ago Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful...
-
Community Service Advisor
21 hours ago
San Mateo, Philippines Northstar Memorial Group Full timeCurrent job opportunities are posted here as they become available. Join NorthStar as a Community Service Advisor (Sales) NorthStar is hiring a dynamic Community Service Advisor (Sales) at Skylawn Memorial Park in San Mateo, CA. We lead the way in how families honor their loved ones—guiding, inspiring, and innovating with compassion and professionalism....