Financial Document Preparer and Advisor

ShareJob DescriptionDescriptionWe are looking for an enthusiastic and organized intern to assist in document handling and general administrative tasks. The intern will gain exposure to office operations and be part of a supportive team.Responsibilities:Assist in the sorting, organizing, and filing of physical and digital documents.Support in document...

The Document Coordinator is a critical member of our team, responsible for ensuring the smooth flow of documents throughout the organization. This includes coordinating document scanning, uploading, and indexing, as well as maintaining accurate records.This role requires excellent communication and organizational skills, as well as the ability to work...

The Advisor Hub is committed to providing exceptional service to our clients, and we're looking for a dedicated Financial Consultant to help us achieve this goal.Responsibilities Include:Assisting clients in developing comprehensive financial strategies.Presenting and explaining insurance options to clients.Evaluating clients' financial situations to offer...

Financial AdvisorPruLife UK - Team Arnel₱30-45K [Monthly] Hybrid - Makati Fresh Graduate/Student Bachelor Full-timeJob DescriptionDescriptionFinancial Advisor - PRU LIFE UK Join Pru Life UK as a Financial Advisor and help Filipino people achieve their financial goals through financial advice and planning. As a key member of our team, you will provide...

Basically, the job is to find people who will purchase insurance and profit from it. The benefit of this job is that you can earn a limitless amount of money, the sky's the limit. In addition, you will receive a license, establishing you as a credible salesperson. You will also be eligible to a 40% commission rate on all policy plans. You will receive free...

Did you know that a career as a Financial Advisor is ranked as the top choice among the 10 Best-Paying Jobs for Millennials and Gen Z? If you're curious about stepping into this rewarding role, I have exciting news We are part of the fast growing team of Financial Advisors with more than 1000 members and currently expanding our team Are you ready to embark...

We are seeking a highly motivated Financial Consultant to help drive our business forward at The Advisor Hub.Key Responsibilities:Developing and implementing customized financial plans for clients.Providing expert guidance on insurance products and services.Conducting thorough financial analyses to identify opportunities for growth.Company Overview:The...

We are seeking a highly skilled Financial Statement Preparer to join our team at DRJ Business Consulting, Inc. The ideal candidate will have a strong background in accounting and financial reporting.The role involves the accurate and timely preparation of financial statements in accordance with relevant accounting standards and regulations. Key...

About Double Dragon Life Insurance AgencyWe aim to provide clients with comprehensive financial solutions, helping them secure their future and achieve their goals.Job Summary:This senior role involves managing a team of financial advisors to drive business growth, while continuously providing expert advice to clients on various financial matters.Key...

Axis Life Insurance Agency Inc. - PRU LIFE UKHybrid - Mandaluyong No Exp Required Bachelor Part-timeJob DescriptionDescriptionA Financial Advisor helps individuals and businesses manage their finances, plan for the future, and protect their assets through insurance solutions. They assess clients' financial situations, provide investment and retirement...

Hybrid - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and tailor strategies to help them...

China Bank PH invites applications for the Financial Services Advisor position, which involves providing expert advice on financial matters.The successful candidate will have a degree in BS Accountancy, Internal Audit, or any Accounting-related courses.Key skills required for the position include:Knowledge of financial regulations and lawsStrong...

At The Advisor Hub, we believe that our clients deserve the very best advice and support in navigating the complex world of finance.Job Summary:This is an excellent opportunity for a Financial Consultant to join our dynamic team and contribute to our mission of delivering exceptional financial services to our clients.Key Requirements:Bachelor's degree in...

Role OverviewThe Health Insurance Advisor plays a critical role in promoting BPI AIA's insurance products through telemarketing efforts.Key responsibilities include:Conducting outbound and inbound calls to persuade clients to purchase multiple sets of insurance products.Developing strong relationships with clients by actively listening, probing, and...

Manulife Financial Corporation is a leading international financial services provider, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. With our global headquarters in Toronto, Canada, we serve individuals, institutions, and retirement plan members worldwide. At the end of 2023, we had more than...

We are looking for a talented Office Support Professional to join our team. As an Office Support Professional, you will be responsible for providing administrative support to our staff, including document management and preparation of reports.This is an excellent opportunity to gain hands-on experience in administrative and document management tasks in a...

We are seeking a skilled APV Preparation Specialist to join our team at Concrete Stone Corp.About the RoleThis position is responsible for preparing APVs for submission to the treasury department.The successful candidate will ensure that all financial documents are accurately reflected in the APVs.Key ResponsibilitiesAPV Preparation: Prepare APVs for...

We are seeking a highly organized and detail-oriented individual to join our team as an Administrative Assistant. In this role, you will be responsible for assisting in the sorting, organizing, and filing of physical and digital documents.Some of your key responsibilities will include:Assisting in the scanning, uploading, and indexing of...

We are seeking a skilled Financial Consultant to join our team at The Advisor Hub.Key Responsibilities:Financial Planning: Assist clients in creating personalized financial plans that align with their short-term and long-term goals.Insurance Solutions: Educate clients about the various insurance products available, recommending those that best suit their...

Hybrid - Makati Fresh Graduate/Student Bachelor Part-timeJob DescriptionDescriptionClient Relationship Management:Build and maintain relationships with individual and corporate clients.Conduct financial needs analysis to understand clients' goals and risk tolerance.Provide ongoing support and updates to clients as their financial situations evolve.Financial...