Financial Consultant

Want to build a meaningful career without giving up flexibility? Join us as an Online Financial Consultant and help clients achieve financial peace of mind by providing trusted insurance and investment recommendations. What You'll Do: – Conduct remote consultations with clients to understand their financial goals – Provide solutions through...

Job Summary:As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution...

About the RoleWith your business background, you can help others plan, save, and invest while working from the comfort of your home.What You'll Do• Conduct financial consultations online• Propose tailored savings plans• Build long-term client relationships• Work part-time hours from homeWhat We Offer• Competitive commission structure• Remote,...

OverviewPlanate Management Group (PMG) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in Alexandria, Virginia, and Orlando, Florida USA with technical support centers in South East Asia and East Africa, that provide program management and facilities engineering services worldwide. Planate is a small business provider of planning,...

Financial Expertise NeededAbout the RoleThis is a Tax Specialist | Hybrid role that requires preparation of tax computations and handling filing/payment of tax returns for assigned entities.ResponsibilitiesPrecision Tax Calculation: Prepare accurate tax computations for assigned entities, ensuring timely submission and payment of tax returns.Tax Compliance...

Client Success Consultant (Strata Management)Position Title: Client Success Consultant Level 1Job Type: Full-timeWork Set-up: HybridSchedule: Morning Shift; 07:00 AM – 3:30 PM PHTHolidays: NSW, Australia HolidaysOur client is a leading provider of cloud-based software solutions for managing property and facilities. With a focus on innovation and...

This is a challenging role for an experienced bookkeeper who can work with minimal supervision.Job DescriptionProcess bank reconciliations and maintain the general ledger.Perform monthly reconciliations for debtor/creditor accounts.Process financial transactions up to trial balance stage and prepare statements for lodgment with relevant authorities.Prepare...

Position Title:Client Success Consultant Level 1Job Type:Full-timeWork Set-up:HybridSchedule:Morning Shift; 07:00 AM – 3:30 PM PHTHolidays:NSW, Australia HolidaysSalary:Php 45, ,000.00Our client is a leading provider of cloud-based software solutions for managing property and facilities. With a focus on innovation and technology-driven solutions, they...

About the RoleYour planning, precision, and attention to detail as an architect are ideal for creating strong financial "blueprints" for clients' futures.What You'll Be Doing• Design customized savings & protection plans• Conduct online consultations• Manage client portfolios remotely• Work 2–3 hours/dayWhat We Offer• Commissions & performance...

About the RoleNurses have a natural ability to care and empathize—skills that are highly valued in financial advising. This opportunity offers flexible work hours and high earning potential.What You'll Be Doing• Assess clients' financial needs• Recommend suitable plans for security & savings• Follow up on applications & renewals• 2–3 hrs/day,...