Financial Advisor

Responsibilities:Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are...

Manila, National Capital Region, PhilippinesCompany: Prulife UKGeneral Associate Unit ManagerI'm looking for someone who is interested to become a Financial Advisor with a 10-15K weekly income for part-time work.Role DescriptionThis is a part-time hybrid role for a Financial Advisor at Prulife UK. The role is located in Manila but allows for some work from...

2 days ago Be among the first 25 applicantsDirect message the job poster from 153 Life Insurance AgencyWealth Management Consultant at Prulife UKCompany DescriptionPru Life UK, with 26 years of operations in the Philippines, is a leading life insurance company committed to providing accessible and affordable health and wealth protection solutions to...

Job DescriptionThe Asset Management Advisor will be responsible for executing buy and sell orders for stocks and other securities on behalf of institutional clients. This role requires a strong understanding of financial markets and the ability to analyze complex data.Analyze and report on trade execution performance, providing clients with insights into...

2 days ago Be among the first 25 applicantsDirect message the job poster from Sun Life PhilippinesMulti-Awarded Licensed Financial Advisor & Unit Manager | Former Social Media SpecialistThe Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be...

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

Mission StatementAt Millennial Financial Advisors, our mission is to protect and enhance our clients' financial well-being. We strive to build lasting relationships based on trust, integrity, and exceptional service.About the JobWe are seeking a highly skilled Financial Wealth Planner to join our team on a Part-time/ Full-Time basis. The successful candidate...

Company DescriptionSun Life is a global financial services company offering a wide range of insurance, retirement, and investment products and services. In the Philippines, Sun Life provides diverse insurance, wealth, and asset management solutions to help every Filipino lead a brighter life. They are the country's first and longest-standing life insurer,...

We are seeking a detail-oriented and analytical individual to join our finance team as a Treasury Analyst.The ideal candidate will play a crucial role in managing payroll processes, financial reporting, and system enhancements in distribution systems.Key Responsibilities:Assist in administering payroll and benefits for advisors, ensuring accuracy and...

Join Sun Life Grepa Financial, Inc. as a Investment Advisor and play a vital role in helping clients achieve their financial goals.Key Accountabilities:Develop and implement investment strategies that meet clients' unique needs and objectives.Provide ongoing monitoring and adjustments to ensure clients' investments remain aligned with their goals.Maintain...

The Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be responsible for providing financial guidance to clients and helping them make informed decisions to achieve their financial goals. Additionally, this role requires building and maintaining...

Manila, National Capital Region, PhilippinesSun Life of Canada (Philippines), Inc.1 day ago Be among the first 25 applicantsMulti-awarded and Top General Unit ManagerThe Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be responsible for providing...

Role: Bancassurance Financial AdvisorThe position entails finding new clients as well as offering other products to an existing customer base. Aside from customer service, the Financial Advisor is expected to handle the reporting, planning, and administration of the plans purchased by the client.ResponsibilitiesEstablishes, maintains, and grows relationships...

About the roleAs a Manulife Financial Advisor, you will have the opportunity to help individuals and families achieve their financial goals. This part-time position offers a flexible schedule and the chance to build a rewarding career in the financial services industry. Based in Metro Manila or anywhere in the Philippines, you will work closely with the...

Job Overview: We are looking for a highly skilled and experienced Financial Advisor to join our team at MANULIFE - Aetos Financial Afthonia.Key Accountabilities:Develop and implement effective sales strategies to acquire new clients and maintain existing relationshipsProvide expert advice on various financial products and services to meet client...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.ResponsibilitiesOffer tailored financial advice to clients, taking into consideration their individual needs and...

Sun Life Financial, a global financial services company based in Canada, offers a diverse range of insurance, retirement, and investment products and services. Sun Life in the Philippines provides insurance, wealth, and asset management solutions to help Filipinos achieve a brighter life. As the country's first and longest-standing life insurer, we offer...

Company OverviewMission at Millennial Financial Advisors is to add value to individuals by protecting their greatest asset – Life. We are a company that values building long-lasting relationships with our clients, and we are seeking an experienced Financial Wealth Planner to join our team.Job SummaryThis is a Part-time/ Full-Time remote role for a highly...

About Us: MANULIFE - Aetos Financial Afthonia is a leading financial services company that provides innovative solutions to our clients.Job Summary: We are seeking a highly motivated and results-driven Financial Advisor to join our team. As a Financial Advisor, you will be responsible for identifying and pursuing potential clients, offering strategic advice...

Are you a seasoned Financial Tax Advisor looking for a new challenge? Do you have a passion for taxation and a strong understanding of tax laws and regulations? If so, we would like to hear from you.We are seeking an experienced Financial Tax Advisor to join our finance team in Manila. As a key member of the team, you will be responsible for preparing and...