Financial Advisor

2 weeks ago


Davao City, Davao, Philippines MANULIFE PHILIPPINES - Digos Full time
Job Description

A financial advisor helps clients achieve their financial goals by providing advice and strategies. They analyze a client's financial situation, risk tolerance, and goals to create a personalized plan.

Requirements
  • Excellent written and verbal communication skills
  • Good time-management skills
  • Comfortable using a computer
  • Experience providing financial advice
  • Wealth Management Communication Skills
Government Mandated Benefits

Employee Loan

Insurance Health & Wellness

Accidental Death & Dismemberment Insurance, Disability Insurance, Health Care On-Site, Health Insurance, Life Insurance, Retiree Health & Medical, HMO

Annual Company Trip, Pension Plan, Retirement Plan, Training Subsidy

Professional Development

Diversity Program, Job Training, Mentorship Program, Professional Development

Family Medical Leave, Vacation Leave

Work-Life Balance

Dependent Care, Work from Home

Working Location

If the position requires you to work overseas, please be vigilant and beware of fraud. If you encounter an employer who has the following actions during your job search, please report it immediately:

  • withholds your ID
  • requires you to provide a guarantee or collects property
#J-18808-Ljbffr
  • Financial Advisor

    1 week ago


    Davao City, Davao, Philippines SUN LIFE ADVISOR Full time

    ShareJob DescriptionDescriptionThe Advisor provides expert guidance and support to clients or internal stakeholders on a variety of topics. This role requires strong analytical, communication, and problem-solving skills, as well as a deep understanding of relevant industry knowledge and best practices. The Advisor acts as a trusted resource and builds strong...

  • Financial Advisor

    2 weeks ago


    Davao City, Davao, Philippines MANULIFE PHIL Davao Full time

    ShareJob DescriptionDescriptionWe 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...

  • Financial Advisor

    3 days ago


    Davao City, Davao, Philippines Eastern Summit Life Insurance Inc. Full time

    Eastern Summit Life Insurance Inc. Metro DavaoBe among the first 25 applicantsAs a Financial Advisor, you guide clients on their journey to financial security and success. This role offers the flexibility to design your career while positively impacting others' lives.Seniority LevelEntry levelEmployment TypeOtherJob FunctionFinance and Sales#J-18808-Ljbffr

  • Financial Advisor

    2 weeks ago


    Davao City, Davao, Philippines AIA Philippines - Ticao Advisors & Managers Life Insurance Services Full time

    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.A Financial Advisor is responsible for educating clients on the products and services available to help them best...


  • Davao City, Davao, Philippines Allianz PNB Life Full time

    We are seeking highly motivated individuals to join our team of Financial Advisors – Digital Natives at Allianz PNB Life Insurance. As a key member of our team, you will be responsible for assisting clients in financial planning, providing tailored financial advice, and building long-term relationships with clients.This is an excellent opportunity for...

  • Financial Advisor

    1 week ago


    Davao City, Davao, Philippines MANULIFE DAVAO Full time

    ShareJob DescriptionDescriptionClient Consultation:Meet with clients to assess their financial goals, risk tolerance, and current financial status.Educate clients on financial products, investment strategies, and savings plans.Develop customized financial plans based on client needs.Recommend and manage investment portfolios, retirement accounts, and...

  • Financial Advisor

    1 day ago


    Davao City, Davao, Philippines Your North Sirius Forces Unit Full time

    Job OverviewYour North Sirius Forces Unit is seeking a skilled Financial Consultant to join our team.


  • Davao City, Davao, Philippines Manulife Insurance Malaysia Full time

    Agency Branch HeadWe are a leading provider of financial services that aim to facilitate our clients' and colleagues' decision-making processes worldwide and improve their quality of life. From our environmental initiatives to our community investments, we demonstrate our values in all aspects of our operations. To stand out, we help you grow, because when...

  • Financial Consultant

    2 weeks ago


    Davao City, Davao, Philippines Sun Life Philippines Bahada Full time

    ShareJob DescriptionDescriptionProvide financial advice and guidance to clients on a range of topics, including investments, retirement planning, and insurance.Develop and implement financial plans tailored to clients' individual needs and goals.Build and maintain relationships with clients, providing ongoing support and...


  • Davao City, Davao, Philippines Eastern Summit Life Insurance Inc. Full time

    Eastern Summit Life Insurance Inc. is a dynamic and innovative company offering a unique opportunity to grow your career in the financial sector.This role offers flexibility and a chance to positively impact others' lives, making it an ideal choice for those seeking a challenging and rewarding experience.Job FunctionAs a Financial Advisor, you will work...


  • Davao City, Davao, Philippines Allianz PNB Life Full time

    We are seeking ambitious individuals to join our team of Financial Advisors – Digital Natives at Allianz PNB Life Insurance. This role offers unlimited earnings potential, making it an attractive opportunity for those looking to advance their careers.The position involves assisting clients in financial planning to secure their future. You will provide...


  • Davao City, Davao, Philippines Comcare Insurance Agency Full time

    We are seeking an experienced Risk Management Advisor to join our team at Comcare Insurance Agency. As a Life Insurance Agent, your primary responsibility will be to assess clients' insurance needs, provide policy options, and assist with applications.Key AccountabilitiesConduct thorough assessments of clients' financial situations to determine their...


  • Davao City, Davao, Philippines Allianz PNB Life Full time

    Allianz PNB Life Insurance offers a wide range of benefits to its employees, including a comprehensive salary package, opportunities for professional growth and development, and a supportive work environment.As a Financial Advisor – Digital Natives, you will have the opportunity to work closely with clients to understand their financial needs and provide...

  • Financial Advisor

    1 week ago


    Davao City, Davao, Philippines Sun Life Davao City Full time

    ShareJob DescriptionDescriptionHandle customer inquiries regarding banking services.Support loan processing and documentation.Assist in branch operations and administrative tasks.Maintain accurate records and reports.Collaborate with team members to achieve branch objectives.Ensure compliance with banking regulations and policies.RequirementsEducational...


  • Davao City, Davao, Philippines Allianz PNB Life Full time

    Allianz PNB Life Insurance is HiringPosition: Financial Advisor – Digital Natives of Allianz (DNA)Why Join Us?Unlimited Earnings Potential – Enjoy commissions and incentives with no cap.Comprehensive Financial Plans – Offer world-class financial solutions.Exciting Travel Perks – Earn opportunities to visit top destinations like Camiguin, Boracay,...


  • Davao City, Davao, Philippines Allianz PNB Life Full time

    Position: Financial Advisor – Digital Natives of Allianz (DNA)Allianz PNB Life Insurance is HiringWhy Join Us?Unlimited Earnings Potential – Enjoy commissions and incentives with no cap.Comprehensive Financial Plans – Offer world-class financial solutions.Exciting Travel Perks – Earn opportunities to visit top destinations like Camiguin, Boracay,...

  • Insurance Advisor

    5 days ago


    Davao City, Davao, Philippines Allianz PNB Life Full time

    Salary InformationThis role offers a competitive monthly allowance/salary, allowing you to achieve your financial goals.Job DescriptionProvide tailored financial advice and investment strategies to clients.Assist clients in financial planning to secure their future.With a strong focus on client satisfaction, you will build and maintain long-term...


  • Davao City, Davao, Philippines CAP ONE RESOURCES EQUITY CORP. Full time

    performs routine financial and accounting tasks, including maintaining records, preparing reports, reconciling accounts, and ensuring compliance with accounting principles and regulations.responsible for managing payroll systems, ensuring employees are paid accurately and on time. They also oversee accounts payable and receivable, maintaining smooth cash...


  • Davao City, Davao, Philippines Eastern Summit Life Insurance Inc. Full time

    Earn a competitive salary and enjoy a range of benefits, including health insurance, retirement plans, and opportunities for professional growth and development.As a Financial Advisor, you will work closely with clients to help them achieve their financial goals and build a more secure financial future.Company OverviewEaster Summit Life Insurance Inc. is a...


  • Davao City, Davao, Philippines Eastern Summit Life Insurance Inc. Full time

    Build a fulfilling career in the financial industry by joining Eastern Summit Life Insurance Inc. as a Financial Advisor.This exciting opportunity offers a chance to make a meaningful difference in people's lives while pursuing a challenging and rewarding career.Required Skills and QualificationsTo be successful in this role, you will need excellent...