
Financial Advisor
2 hours ago
The Opportunity: Build Your Legacy in Corporate Financial Strategy
CG 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 addressing challenges like business continuity, succession planning, executive retention, and investment growth.
You will act as a true consultant to C-level executives and business owners, moving beyond products to provide comprehensive strategies that address complex challenges.
This position is aimed at leaders who can build a significant business within the agency and lead strategic initiatives to capture the corporate market nationwide.
What You Will Do- Engage at the Highest Levels: Cultivate and manage relationships with business owners, founders, and key executives, becoming their trusted advisor on critical financial decisions.
- Architect Solutions: Design and execute complex strategies for succession planning, corporate governance, key person insurance, and employee retirement benefits that align with clients' organizational goals.
- Lead the Market: Act as a thought leader, leveraging expertise to manage complex accounts and deliver strategic insights and exceptional service.
- Build Your Practice: Develop your client portfolio with strategic autonomy and the backing of Pru Life UK's global network, training, and digital tools.
We are seeking a results-oriented leader who thrives on solving complex problems. The ideal candidate is a self-starter with a proven track record and a consultative mindset.
- Proven Experience: Demonstrated success in financial advisory, wealth management, business consulting, or related fields with a focus on corporate or high-net-worth clients.
- Executive Presence: Exceptional communication, presentation, and interpersonal skills with the confidence to engage senior executives and business owners.
- Strategic & Analytical Mindset: Deep expertise in finance, investments, retirement planning, and market analysis; ability to dissect a business's financial structure and identify opportunities for growth and protection.
- Consulting Acumen: Experience in succession and governance consulting is advantageous; understanding family corporations, partnerships, and large enterprises.
- Entrepreneurial Drive: Self-driven, results-oriented, with ambition to build and manage a sophisticated book of business; nationwide network of business owners is a plus.
- Qualifications: Bachelor's degree in Finance, Economics, Business, or related field. Certifications such as CWP or CFA are highly regarded.
We invest in our leaders—provide the platform; you define the limits of your success.
- Uncapped Earning Potential: Commission-based compensation with performance incentives.
- Strategic Autonomy & Entrepreneurial Freedom: Build your corporate solutions practice with credibility and support of a leading brand.
- World-Class Training & Tools: Access to industry-leading certifications, advanced training, and digital tools.
- Global Backing, Local Expertise: Leverage the strength of Pru Life UK and Prudential plc with localized expertise.
- A Specialized & Strategic Focus: Be part of the agency's major growth initiative with dedicated support to accelerate market development.
If you are a visionary financial leader ready to make a significant impact and build a rewarding career in corporate solutions, we invite you to join us.
For consideration, please send your resume and a cover letter outlining your experience with corporate clients to:
#J-18808-Ljbffr
-
Financial Advisor
2 days ago
Manila, National Capital Region, Philippines BrightAdvisors Full timeBrightAdvisors is a Portfolio Management company specializing in insurance and investment services. We provide private management of clients' insurance and investment portfolios, ensuring a seamless experience through a single advisor for all of their needs. From acquisition to fulfillment, we recommend only the best brands in the industry, making...
-
Part-time or Freelance Financial Advisors
3 weeks ago
Manila, National Capital Region, Philippines Private Advertiser Part timeAXA invites full time and part-time employees, professionals, and entrepreneurs to join its reputable team of Sales Distributors or Financial Advisors. We are looking for full-time, freelance, and part-time Financial Advisors or distributors.Best-in-class tools and training will be provided to incoming candidates who will do Financial Planning with clients....
-
Financial Advisors
20 hours ago
Manila, National Capital Region, Philippines A Better Life by Pauline Uchi Full timeOverviewWe are a leading insurance provider dedicated to helping individuals and businesses protect their assets and manage risk. With a strong commitment to customer service and a diverse range of insurance products, we empower our clients to make informed decisions about their coverage needs.Job DescriptionAs a Financial Advisor, you will play a crucial...
-
Strategic Financial Advisor
5 days ago
Manila, National Capital Region, Philippines beBeeSenior Full timeJob DescriptionAs a Senior Consultant, M&A with ST&T MM, you will be responsible for leading a diverse team of financial advisors to deliver client engagements. Your expertise in leveraging methodologies and project management will ensure complete client satisfaction and project profitability.Key Responsibilities:Lead a team of financial advisors to deliver...
-
Senior Financial Advisor
1 day ago
Manila, National Capital Region, Philippines beBeeFinancial Full time ₱250,000 - ₱500,000Role SummaryThe Virtual Financial Coach is an on-demand financial advisor who empowers clients to make informed decisions, overcome financial challenges, and achieve their short-term and long-term financial goals by introducing various products and services.This role requires building clients' financial literacy and providing them with the necessary...
-
Managing Consultant, Advisors
4 weeks ago
Manila, National Capital Region, Philippines ASPEN - Mastercard, Inc. Full timeOur PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart, and accessible. Our technology and innovation, partnerships,...
-
Manila, National Capital Region, Philippines beBeeDevelopment Full timeDrive Your Career ForwardJoin us as a Senior Consultant in our M&A Transaction Diligence, Execution & Reporting team. You will play a pivotal role in leading the analysis of financial data for companies targeted for sale in due diligence engagements with investor groups and corporate buyers.As a leader, you will drive the team towards excellence,...
-
AFA: Senior Financial Management Advisor
2 weeks ago
Manila, National Capital Region, Philippines GFAR - Global Forum on Agricultural Research Full timeTo apply, send an email to asianfarmers.recruitment@gmail.com with the subject line "FMA Application"The Asian Farmers Association for Sustainable Rural Development (AFA) is currently looking for a Senior Financial Management Advisor.Tasks and responsibilitiesAssess the financial management capacity and internal controls system of the NIAs at the time of...
-
AFA: Senior Financial Management Advisor
1 day ago
Manila, National Capital Region, Philippines GFAR - The Global Forum on Agricultural Research and Innovation Full timeTo apply, send an email to with the subject line "FMA Application"The Asian Farmers Association for Sustainable Rural Development (AFA) is currently looking for a Senior Financial Management Advisor.Tasks and responsibilitiesAssess the financial management capacity and internal controls system of the NIAs at the time of selection (as part of the due...
-
Expert Financial Guide
2 days ago
Manila, National Capital Region, Philippines beBeeFinancialAdvisor Full time ₱300,000 - ₱450,000Role OverviewThis role is an opportunity to excel in a part-time hybrid Financial Advisor position, offering financial planning and guidance, as well as life insurance and investment products. The advisor will be responsible for delivering exceptional client servicing and relationship management.ResponsibilitiesDevelop and implement comprehensive financial...