Financial Consultant

1 week ago


Mandaluyong, Philippines PRU life UK (Prime Summit) Full time

Overview Job Title: Financial Advisor Location: Unit 173, 17th Floor Columbia Tower Brgy. Wack-wack, Ortigas Ave. Mandaluyong City Job Type: Full-time/Part-time Responsibilities Job Summary: We are seeking a knowledgeable, client-focused Financial Advisor to join our team. The ideal candidate will provide expert financial guidance to clients by helping them achieve their short- and long-term financial goals. This includes investment planning, retirement strategies, risk management, and estate planning. The Financial Advisor will build strong client relationships and deliver personalized financial advice with the highest level of professionalism and ethical standards. Assess clients\' financial goals, current financial situations, and risk tolerance. Develop customized financial plans, including investments, savings, insurance, and retirement strategies. Advise clients on asset allocation, portfolio management, and investment options. Monitor clients’ accounts and regularly review financial plans to ensure goals are on track. Stay informed about financial trends, regulations, and products to provide up-to-date advice. Cultivate and maintain long-term relationships with clients through regular communication and exceptional service. Comply with all industry rules and regulations Generate new business through referrals, networking, and prospecting. Qualifications Required Qualifications: Bachelor’s degree in any four-year course from an accredited institution. Must be currently residing in Metro Manila or nearby areas for ease of client engagement and occasional in-person meetings. Compensation & Benefits Flexible work arrangements available (hybrid or remote setup based on role requirements and performance) Performance-based compensation structure with unlimited earning potential through commissions. Support for professional development, including training programs and assistance with licensing requirements. Opportunities for incentives, bonuses, and recognition programs based on individual and team achievements. #J-18808-Ljbffr



  • Mandaluyong City, National Capital Region, Philippines Imperium Blaze LIA (A General Agency of Pru Life UK) Full time ₱200,000 - ₱400,000 per year

    Job OverviewWe are seeking a highly motivated and results-driven Licensed Financial Consultant to join our team. The primary responsibility is to serve as a trusted partner to clients, guiding them in achieving their financial security and long-term goals.Key Responsibilities:Client Needs Assessment: Conduct thorough financial needs analyses to understand...


  • Mandaluyong City, National Capital Region, Philippines OmniQuest, Inc. Full time ₱1,500,000 - ₱2,500,000 per year

    Role DescriptionAs a Senior Consultant, you own solution delivery from discovery to go-live while mentoring junior model builders. You will shape the roadmap, architect Anaplan models, orchestrate complex data integrations, and advise finance leaders on best-in-class planning and treasury processes. Your work turns disconnected spreadsheets into real-time,...

  • Financial Accountant

    2 weeks ago


    Mandaluyong, Philippines TransferMate Global Payments Full time

    Get AI-powered advice on this job and more exclusive features. TransferMate - a subsidiary of CluneTech - was established in 2010 when we began working with regulators around the world to secure licenses to operate as a global payment's provider . With a global payments network covering 200+ countries and territories, TransferMate have established...


  • Mandaluyong, Philippines Pru Life UK - Prime Summit Life Insurance Agency Full time

    Job Overview We are looking for passionate and motivated individuals to join our team as Part-Time Remote Financial Advisors. This flexible work-from-home role is ideal for those who want to earn extra income while maintaining work-life balance. Full training will be provided — no prior experience needed. Responsibilities Conduct online consultations to...

  • Anaplan Consultant

    2 weeks ago


    Mandaluyong City, National Capital Region, Philippines OmniQuest, Inc. Full time ₱900,000 - ₱1,200,000 per year

    As a Consultant, you will work shoulder-to-shoulder with Senior Consultants and Solution Architects to design, build, and support EPM solutions—starting with Anaplan and expanding to other leading platforms. You will translate complex finance problems into robust, scalable models that empower clients to plan, analyze, and implement their strategies with...

  • Accounting Specialist

    4 weeks ago


    Mandaluyong, Philippines Uni-sogood Marketing Consultant Philippines Corp. Full time

    Responsibilities 1.Perform day-to-day accounting activities, including accounts payable/receivable 2. Assist with the month-end and year-end closing processes, ensuring timely and accurate completion. 3. Conduct regular audits of financial transactions, identifying discrepancies and resolving issues promptly. 4. Maintain accurate and organized financial...


  • Mandaluyong, Philippines Maya Full time

    Our Mission is for everyone to make bolder choices with their finances. To get there, we're creating an all-in-one ecosystem of financial services for today's generation of goal-getters. Description What You Will Do: Support the development and maintenance of ECL models under IFRS 9 / PFRS 9 (PD, LGD, EAD) across multiple portfolios (credit cards, personal...


  • Mandaluyong City, National Capital Region, Philippines Ajibola's Empire Full time ₱24,000 - ₱28,000 per year

    Job setting: Hybrid (2–3 days onsite per week)Schedule: Mid-shiftSalary Range:• ₱28,000+ – for candidates with 3+ years of experience• ₱24,000+ – for candidates with 1–2 years of experience whose skills fit the role onlyRole OverviewWe are seeking a detail-oriented Finance and Admin Senior Consultant to handle finance administration and...


  • Mandaluyong, Philippines Sugi Management Corporation Full time

    Responsibilities Checking and maintaining updated financial books. Preparing reports and checking and ensuring the filing of government compliance. Checking of bookkeeping, account reconciliation, and preparing financial statements. Preparation in audit. Maintaining the schedule of all accounts in the general ledger and trial balance. Maintaining the PPE...


  • Mandaluyong, Philippines Buscojobs Full time

    Financial Planning & Analysis Manager - APAC Posted today Job Description Company Description Hitachi Solutions is a core IT Company of the Hitachi Group, which employs over 330,000 people worldwide. Headquartered in Tokyo, Japan, Hitachi Solutions' reach extends to group companies in Japan and abroad, working with a worldwide network of alliance partners....