Financial Advisor
4 days ago
Share
Job DescriptionDescription- We 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 have strong communication skills, in-depth knowledge of financial markets and investment strategies, and a passion for helping individuals and businesses achieve financial success.
Education:
- Bachelor's degree in Finance, Economics, Business, or a related field.
Experience:
- Proven experience as a Financial Advisor, Financial Planner, or in a similar financial services role.
- Experience in providing financial planning, investment advice, or wealth management is preferred.
Skills and Knowledge:
- In-depth knowledge of financial products, investment strategies, and personal finance management.
- Strong understanding of tax planning, retirement planning, estate planning, and insurance products.
- Ability to analyze financial data, market trends, and develop strategies to meet clients' goals.
- Strong communication and interpersonal skills with the ability to explain complex financial concepts clearly.
- Strong client service and relationship management skills.
- Proficiency in financial analysis software, Microsoft Office Suite (Word, Excel, PowerPoint), and financial planning tools.
Personal Attributes:
- High ethical standards and integrity in providing financial advice.
- Self-motivated with a strong drive to meet client needs and achieve business goals.
- Excellent organizational skills with the ability to manage multiple clients and tasks efficiently.
- Ability to work independently and as part of a team.
- Strong problem-solving and decision-making skills.
Other:
- Ability to stay up-to-date with financial market trends, regulations, and industry changes.
- Willingness to work flexible hours and meet with clients outside standard office hours if required.
- Comfortable with cold calling or networking to build a client base.
Physical Requirements:
- Ability to work in an office environment or travel for client meetings as required.
-
Financial Advisor
20 hours ago
Davao City, Davao, Philippines SUN LIFE ADVISOR Full timeShareJob 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...
-
Wealth Management Advisor
17 hours ago
Davao City, Davao, Philippines SUN LIFE ADVISOR Full timeSUN LIFE ADVISOR is looking for a seasoned Wealth Management Advisor to join our team.About the RoleThe successful candidate will be responsible for providing expert guidance and support to clients or internal stakeholders on a variety of topics.The ideal candidate will have strong analytical, communication, and problem-solving skills, as well as a deep...
-
Financial Services Consultant
17 hours ago
Davao City, Davao, Philippines SUN LIFE ADVISOR Full timeSUN 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,...
-
Corporate Financial Advisor
4 days ago
Davao City, Davao, Philippines PHILIPPINE SEVEN CORPORATION DAVAO Full timePHILIPPINE SEVEN CORPORATION DAVAO is seeking a highly skilled Corporate Financial Advisor to join our team. As a Corporate Financial Advisor, you will be responsible for providing financial guidance and support to senior management and business leaders.About the Role:This role is perfect for individuals who enjoy working with finance and have a strong...
-
Business Financial Advisor
5 days ago
Davao City, Davao, Philippines Powerline Accounting Full timeJob DescriptionBusiness Financial Advisor Position at Powerline AccountingWe are seeking a highly skilled and motivated Business Financial Advisor to join our team at Powerline Accounting. The successful candidate will have a strong background in accounting principles and practices, and will be responsible for providing expert financial guidance and advice...
-
Bookkeeper and Financial Advisor
4 days ago
Davao City, Davao, Philippines D.L AWAYAN CPA BOOKKEEPING AND ACCOUNTING SERVICES Full timeJob ResponsibilitiesAs a Bookkeeper and Financial Advisor, you will play a critical role in maintaining the financial health of our organization.Your primary responsibilities will include managing cash flow, reconciling accounts, and providing financial guidance to management.You will also be responsible for preparing and reviewing financial reports to...
-
Financial Advisor
5 days ago
Davao City, Davao, Philippines AIA Philippines - Ticao Advisors & Managers Life Insurance Services Full timeThe 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...
-
Financial Advisor
4 days ago
Davao City, Davao, Philippines MANULIFE PHILIPPINES - Digos Full timeJob DescriptionA 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.RequirementsExcellent written and verbal communication skillsGood time-management skillsComfortable using a computerExperience providing...
-
Business Development Specialist
17 hours ago
Davao City, Davao, Philippines SUN LIFE ADVISOR Full timeAt SUN LIFE ADVISOR, we're committed to providing expert guidance and support to our clients or internal stakeholders on a variety of topics.About the RoleThis role requires strong analytical, communication, and problem-solving skills, as well as a deep understanding of relevant industry knowledge and best practices.The successful candidate will act as a...
-
Investment Guidance Expert
17 hours ago
Davao City, Davao, Philippines SUN LIFE ADVISOR Full timeWe are seeking a highly skilled Investment Guidance Expert to join our team at SUN LIFE ADVISOR.About the PositionThe successful candidate will be responsible for providing expert guidance and support to clients or internal stakeholders on a variety of topics.The ideal candidate will have strong analytical, communication, and problem-solving skills, as well...
-
Unit Head and Financial Advisor
5 days ago
Davao City, Davao, Philippines Alphard Infinity Group Full timeJob DescriptionAs a Financial Advisor/Unit Head Manager at Alphard Infinity Group, you will play a vital role in driving business growth and delivering exceptional client experiences. Your expertise in finance, investments, and financial planning will enable you to make informed decisions and drive results.The ideal candidate will possess excellent...
-
Personal Finance Advisor
4 days ago
Davao City, Davao, Philippines MANULIFE PHILIPPINES - Digos Full timeAbout the RoleThis is an exceptional opportunity for a motivated and results-driven individual to make a meaningful impact in the lives of our clients. As a Financial Advisor, you will have the chance to work closely with clients, understand their unique needs, and provide expert guidance to help them achieve their financial objectives.You will be part of a...
-
Personalized Financial Services Advisor
5 days ago
Davao City, Davao, Philippines AIA Philippines - Ticao Advisors & Managers Life Insurance Services Full timeWe are seeking a skilled Financial Advisor who can provide expert investment advice to clients.The ideal candidate will have strong analytical skills, be able to communicate complex financial concepts in a clear and concise manner, and have a passion for helping others achieve their financial objectives.Meet with clients to understand their financial needs...
-
Personal Finance Advisor
4 days ago
Davao City, Davao, Philippines MANULIFE PHIL Davao Full timeMANULIFE PHIL Davao is seeking a skilled Personal Finance Advisor to provide expert guidance on personal finance management, investment strategies, and wealth creation.About the RoleThis is an exciting opportunity for a dedicated professional to help individuals and families achieve their long-term financial goals through personalized advice and coaching.Key...
-
Investment Advisor
4 days ago
Davao City, Davao, Philippines GRANDUKE FINANCING Full timeAbout the RoleWe are seeking an experienced Investment Advisor to join our team at GRANDUKE FINANCING.Main ResponsibilitiesProvide expert investment advice to clients based on their financial goals and risk tolerance.Monitor and analyze market trends to optimize investment portfolios.Required SkillsA bachelor's degree in finance, accounting, economics,...
-
Financial Advisor
20 hours ago
Davao City, Davao, Philippines MANULIFE DAVAO Full timeShareJob 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...
-
Education and Admissions Advisor
4 days ago
Davao City, Davao, Philippines Petnet Calinan Full timeThe Education and Admissions Advisor will play a critical role in guiding prospective students through the admissions process and promoting the institution and its programs.About Our TeamPetnet Calinan is a dynamic and supportive team dedicated to providing exceptional educational opportunities to students from around the world.Key ResponsibilitiesProvide...
-
Financial Planning Specialist
5 days ago
Davao City, Davao, Philippines Alphard Infinity Group Full timeAbout This RoleThis mid-senior level position offers an exciting opportunity to join our team as a Financial Advisor/Unit Head Manager. The successful candidate will be responsible for overseeing financial planning, finance, retirement planning, and investments.Key Responsibilities:Develop and implement comprehensive financial plans for clientsProvide expert...
-
Real Estate Investment Advisor
4 days ago
Davao City, Davao, Philippines EGG REALTY Full timeAt EGG REALTY, we seek a seasoned Real Estate Investment Advisor to lead our clients in making informed decisions about real estate investments, market conditions, and property values.About the RoleWe require someone with strong knowledge of property markets, valuation, and investment strategies to advise clients on optimal investment opportunities.The ideal...
-
Financial Planning Specialist
4 days ago
Davao City, Davao, Philippines MANULIFE PHILIPPINES - Digos Full timeJob OverviewWe are seeking a highly skilled Financial Advisor to join our team at MANULIFE PHILIPPINES - Digos. As a key member of our organization, you will play a critical role in helping clients achieve their financial goals by providing expert advice and strategies.Your primary responsibility will be to analyze clients' financial situations, risk...