Financial Planning Specialist

7 days ago


Bacolod City, Western Visayas, Philippines AXA Philippines - Life & Non-life Insurance Full time

AXA Philippines - Life & Non-life Insurance is a leading provider of personal and group insurance products in the Philippines. As a Financial Advisor, you will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients.

The ideal candidate will have expertise in Financial Planning and Retirement Planning, as well as knowledge of Investments and Finance. Strong analytical and problem-solving skills are essential, along with excellent communication and interpersonal abilities.

This is a full-time hybrid role with flexibility for some remote work. The successful candidate will be responsible for analyzing financial information, developing strategic plans, and helping clients achieve their financial goals.



  • Bacolod City, Western Visayas, Philippines Centerline Full time

    About the RoleWe are seeking an experienced Financial Transaction Specialist to join our team at Centerline. In this role, you will be responsible for managing the payment of goods and services, maintaining accurate financial records, and driving continuous improvement in procurement processes. Your strong analytical skills, attention to detail, and...


  • Iloilo City, Western Visayas, Philippines Property Company of Friends, Inc. Full time

    About Property Company of Friends, Inc.We are a property developer dedicated to creating integrated communities that offer lasting value to Filipino families.Our company has grown from providing housing units in Cavite to developing medium-rise condominiums, estates, and a thriving township.Job DescriptionThis full-time on-site role for a Finance Business...


  • Bacolod City, Western Visayas, Philippines Centerline Full time

    Accounting Specialist Job DescriptionCenterline, a leading provider of critical infrastructure across North America, is seeking an experienced Accounting Specialist to join our finance team. The ideal candidate will be responsible for maintaining accurate and up-to-date financial records, preparing comprehensive financial statements, and ensuring compliance...


  • Bacolod City, Western Visayas, Philippines FTO Full time

    Job SummaryWe are seeking an experienced accounting professional to join our team. The successful candidate will have a strong background in financial accounting and be able to provide support to our finance department.Main ResponsibilitiesPerform financial analysis, prepare budget reports, and ensure accurate financial record-keeping. Assist in financial...


  • Bacolod City, Western Visayas, Philippines Centerline Full time

    Job SummaryCenterline seeks a highly skilled Accounting Specialist to join our finance team. This individual will be responsible for maintaining financial records, preparing financial statements, and ensuring compliance with accounting principles.ResponsibilitiesPrepare and maintain financial statements, including balance sheets, income statements, and cash...


  • Iloilo City, Western Visayas, Philippines Millennium Cash Finance Co., Inc. Full time

    Job Summary:We are looking for a skilled Marketing Financial Specialist to join our finance team. The successful candidate will be responsible for developing and implementing marketing strategies to support financial planning and analysis.Key Responsibilities:Develop and implement marketing plans to promote financial products and services.Analyze market...


  • Bacolod City, Western Visayas, Philippines Wear The Shield Full time

    At Wear The Shield, we are seeking a highly skilled Bookkeeping/Accounting Assistant to join our team. As a key member of our operations team, you will play a vital role in maintaining the financial integrity of our organization.About UsWe are an innovative agency specializing in the E-commerce industry, supporting top-tier brands worldwide. Our mission is...


  • Bacolod City, Western Visayas, Philippines Centerline Full time

    OverviewCenterline, a leading provider of critical infrastructure across North America, is seeking an experienced Accounting Specialist to join our finance team. The ideal candidate will be responsible for maintaining accurate and up-to-date financial records, preparing comprehensive financial statements, and ensuring compliance with accounting principles.We...


  • Bacolod City, Western Visayas, Philippines San Miguel Corporation Full time

    About the RoleThis Sales Account Specialist position at San Miguel Corporation is responsible for implementing sales plans and programs in their particular sales district. The successful candidate will drive sales growth through effective market placement and sharing.Main ResponsibilitiesThe key responsibilities of this role include:Managing sales teams to...


  • Cebu City, Central Visayas, Philippines Conduent Full time

    Company OverviewConduent delivers mission-critical services and solutions to Fortune 100 companies and over 500 governments, creating exceptional outcomes for clients and their customers.Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to support our team in consolidating monthly financial forecasts, annual...


  • Cebu City, Central Visayas, Philippines Manulife Philippines Full time

    At Manulife Philippines, we strive to provide our customers with expert financial advice and guidance to achieve their long-term goals.About the JobThe successful candidate will be responsible for developing and maintaining strong relationships with clients, providing them with tailored financial solutions and strategies that cater to their unique needs.Key...


  • Bacolod City, Western Visayas, Philippines SM Retail Full time

    Job OverviewAt SM Retail, we seek a talented and detail-oriented Architecture Fixture Specialist to join our team. This role is responsible for reviewing and creating fixture layouts and designs, as well as generating budgets and initiating orders.Key Responsibilities:Create new fixture designs and layouts based on conceptual drawings provided by the space...


  • Cebu City, Central Visayas, Philippines NO.1 INSURANCE COMPANY Full time

    Career Opportunities at NO.1 INSURANCE COMPANYWe are looking for a skilled Wealth Management Expert to join our team.The successful candidate will provide personalized investment solutions to help clients achieve their long-term financial objectives.Key Responsibilities:Deliver comprehensive financial planning services to clientsSupport investment...


  • Bacolod City, Western Visayas, Philippines AXA Philippines - Life & Non-life Insurance Full time

    Key ResponsibilitiesThe successful candidate will be responsible for:Analyzing financial information to develop strategic plansProviding financial planning, retirement planning, investment advice, and financial advisory services to clientsHelping clients achieve their financial goalsWorking independently and collaboratively as part of a teamIf you are a...


  • Iloilo City, Western Visayas, Philippines Ace Bookkeeping Services Full time

    Ace Bookkeeping Services is a dynamic company that provides expert bookkeeping services to businesses across the industry. As a Financial Operations Specialist, you will play a critical role in ensuring the smooth operation of our financial functions.Your responsibilities will include processing financial transactions, reconciling bank statements, and...


  • Bacolod City, Western Visayas, Philippines AXA Philippines - Life & Non-life Insurance Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to provide financial planning, retirement planning, investment advice, and financial advisory services to clients.The ideal candidate will have strong analytical and problem-solving skills, as well as excellent communication and interpersonal abilities.This is a challenging and rewarding role that...


  • Iloilo City, Western Visayas, Philippines Du Ek Sam inc. Full time

    We are looking for an experienced Accounting Specialist who can provide high-quality support to our finance team at Du Ek Sam inc.Main Responsibilities:Financial Record ManagementManage and maintain accurate and up-to-date financial records, including journals, ledgers, and balance sheets.Verify the accuracy of financial data and identify any discrepancies...


  • Roxas City, Western Visayas, Philippines Likha Careers Full time

    Company Overview: At Likha Careers, we empower Filipinos through effective financial planning and meaningful connections. We strive to be the financial superhero our customers didn't know they needed.Job Description: As a Banking Sales Officer, your primary responsibility is to achieve sales targets by offering customer-centric financial solutions that align...


  • Iloilo City, Western Visayas, Philippines PEN BANK Full time

    At PEN BANK, we are seeking a highly skilled Financial Services Specialist to join our team. In this role, you will be responsible for evaluating loan applications, authorizing loans, and recommending approval or denial.Key Responsibilities:Evaluate loan applications and credit reports to determine eligibility for loans.Meet with clients to understand their...


  • Iloilo City, Western Visayas, Philippines Nickel Collection Lending Investor Full time

    At Nickel Collection Lending Investor, we are seeking a skilled Financial Operations Specialist to join our team. This role is responsible for handling various financial and administrative tasks, ensuring accuracy and compliance with organizational policies and accounting principles.Key Responsibilities:Financial Transaction Processing: Process and record...