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...

Financial ConsultantYour North Sirius Forces Unit₱10-20K [Monthly] On-site - Davao del Sur No Exp Required High/Senior High School Part-timeJob DescriptionInterpersonal Skills, Communication Skills, Wealth Management, Security Analysis, Stock TradingDescriptionAn insurance agent is a professional responsible for selling insurance policies to individuals...

Company OverviewAllianz PNB Life Insurance is a leading provider of innovative financial solutions.

Your RoleThe Investment Consultant (IC) position will be broadly responsible for supporting and delivering the consulting-based products and services of MPI Premier to both Premier Relationship Managers (RMs) and clients. The incumbent provides investment advice to RMs and clients to meet client's desired risk/investment performance requirements and increase...

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...

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...

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 OverviewThe Financial Services Specialist position is a key role in supporting and delivering consulting-based products and services to Premier Relationship Managers and clients. This role involves providing investment advice to meet client desired risk/investment performance requirements and increase the bank's share of client wallet.

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...

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...

Performance Development Group (PDG) is an award-winning, global leader helping Life Sciences companies improve business results through improving sales performance. Recognized as a premier company in our field, we provide collaborative advisory services and innovative sales performance solutions that help our clients to exceed their business goals.Here at...

**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...

DVO6- ACTIVE ALLIANCE FINANCE CORPORATIONJob DescriptionDescriptionAdvise clients on investment strategies, budgeting, and long-term financial goals, offering tailored solutions based on their individual or business needs.RequirementsBachelor's degree in Finance, Accounting, Economics, or a related field (advanced certifications like CFP or CFA are a...

ShareJob DescriptionDescriptionGuide and advise prospective students: Provide comprehensive guidance and advice to prospective students throughout the admissions process, including program selection, application preparation, and financial aid options.Build and maintain relationships: Develop and nurture strong relationships with prospective students,...

About MANULIFE DAVAOOur ValuesWe value integrity, professionalism, and teamwork in all aspects of our business.Role DescriptionThis role involves working with clients to understand their financial needs and developing personalized plans to help them achieve their goals.You will be responsible for analyzing financial data and market trends to identify...

The Corporate Controller is an experienced accounting professional with a thorough knowledge of accounting principles and practices. This role requires performing all necessary accounting tasks for a retail and wholesale winery, while improving and developing new procedures to advance efficiency and effectiveness of the overall accounting business function....