Financial Consultant

ShareJob DescriptionDescriptionThis position is responsible for providing comprehensive financial guidance to clients, building and maintaining strong client relationships, and achieving sales targets. The Financial Consultant will analyze client financial situations, recommend appropriate financial products and services, and educate clients on financial...

ShareJob DescriptionDescriptionA financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals.RequirementsEducational Qualifications:A bachelor's degree in finance, accounting, economics, business, or a related...

SUN LIFE ADVISOR is seeking an experienced Financial Services Consultant to join our team.About the JobThe ideal candidate will have a solid understanding of investment options, insurance products, retirement planning strategies, and tax implications.The successful consultant will be able to explain complex financial concepts clearly and persuasively,...

As a Financial Optimization Consultant at Phinma Properties Sales and Marketing Inc., you will play a key role in optimizing our property investment portfolios.About UsWe are a dynamic real estate company dedicated to delivering exceptional results through innovative solutions.The JobThis role involves analyzing financial data, identifying areas for...

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...

We are seeking a Business Finance Consultant to join our team at ASA PHILIPPINES FOUNDATION, INC. (A MICROFINANCE NGO) - Marilog.About the RoleThe Business Finance Consultant will be responsible for reviewing and analyzing loan applications, financial statements, credit reports, and other relevant data to assess creditworthiness.Evaluating the applicant's...

3ms Accounting Consultancy Services is seeking a highly skilled Financial Expert to play a critical role in ensuring the accuracy and integrity of financial transactions.About UsWe are a reputable accounting consultancy providing expert services to various clients.The ideal candidate will have strong analytical skills, a passion for numbers, and a desire to...

At CG HOYLAR ACCOUNTING & AUDITING SERVICES, we are seeking a Risk Management Consultant to join our team. As a Risk Management Consultant, you will be responsible for identifying financial, operational, and compliance risks and providing management with recommendations for mitigation strategies.About the RoleIdentify financial, operational, and compliance...

DVO6- ACTIVE ALLIANCE FINANCE CORPORATION is a leading provider of financial services. We are seeking a Strategic Investment Consultant to join our team.Key ResponsibilitiesDeveloping and implementing comprehensive financial plans to achieve long-term goals.Analyzing financial data and trends to provide tailored solutions for individual or business...

ShareJob DescriptionDescriptionA Business Services Consultant provides expert advice and strategic guidance to businesses in order to optimize their operations, improve performance, and achieve their goals. The role typically involves understanding client needs, analyzing business processes, and recommending solutions to enhance efficiency and...

Job SummaryWe are seeking an experienced Insurance Agent to sell life insurance policies and assist clients with their insurance needs.About the PositionThis role involves selling life insurance policies, assessing clients' financial needs, and providing policy options.Responsibilities and RequirementsSell life insurance policies to individuals and...

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...

About the Career PathWe offer a defined career progression path for our Client Acquisition Managers at EastWest Banking Corporation. If you are a professional with a passion for business development and client relationships, this is an exciting opportunity for you to grow your career.As a Client Acquisition Manager, you will be responsible for generating and...

ShareJob DescriptionDescriptionOverview: [Firm Name] is a full-service accounting firm dedicated to providing expert financial services to businesses and individuals. With a team of experienced professionals, we offer comprehensive solutions in bookkeeping, tax preparation, financial reporting, auditing, and consulting. Our firm strives to help clients...

Job RequirementsTo succeed in this role, you will need:Education: A Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.Experience: Previous experience as a financial advisor or in a similar role is preferred.Key Skills and Qualities:Strong analytical and problem-solving abilities.Able to work independently while maintaining a...

Sales ConsultantFBD Bookkeeping and Accounting Firm₱20K [Monthly] On-site - Davao del Sur Fresh Graduate/Student High/Senior High School Full-timeJob DescriptionDescriptionMaintain and update financial records, including ledgers, accounts, and journals.Track and manage accounts payable and receivable.Reconcile bank statements and ensure...

Job DescriptionAt Sun Life Philippines Bahada, we are seeking a skilled Financial Consultant to join our team.Key Responsibilities:Provide expert financial guidance and advice to clients on investment opportunities, retirement planning, and insurance solutions.Develop tailored financial plans that cater to clients' individual needs and goals, ensuring...

We are seeking a highly skilled professional to join our team at Sun Life Davao City as a banking services representative.Main ResponsibilitiesOffer expert guidance to clients on banking products and services.Address customer queries efficiently and provide prompt resolutions.Contribute to maintaining a positive work environment through effective...

**Company Overview**Synergy Consultancy Inc. is a dynamic organization that requires professionals to excel in their roles.Job SummaryWe are seeking an experienced Accounting Specialist who can handle various financial tasks with ease and efficiency.About the RoleThe successful candidate will be responsible for maintaining accurate financial records,...

ShareJob DescriptionDescriptionJob Type: Full-Time / Part-Time / ContractJob Summary: We are seeking a detail-oriented and experienced Accounting Services Provider to manage and oversee all aspects of our financial transactions and reporting. The ideal candidate will have a strong background in accounting principles, financial analysis, and reporting, and...