Professional Financial Advisor Role

A Financial Advisor with Sun Life Grepa Financial, Inc. is responsible for providing tailored financial advice to clients based on their individual needs and objectives.The ideal candidate should have a Bachelor's Degree/College Graduate and excellent communication skills. A flexible work schedule is also required.About the companySun Life Grepa Financial,...

We are looking for a skilled Financial Advisor to join our team at Sun Life Grepa Financial, Inc.Your primary responsibility will be to develop and maintain relationships with clients, ensuring that their financial goals are achieved. You should have strong analytical and problem-solving skills, as well as excellent communication and interpersonal...

Responsibilities:Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are...

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

2 days ago Be among the first 25 applicantsDirect message the job poster from 153 Life Insurance AgencyWealth Management Consultant at Prulife UKCompany DescriptionPru Life UK, with 26 years of operations in the Philippines, is a leading life insurance company committed to providing accessible and affordable health and wealth protection solutions to...

2 days ago Be among the first 25 applicantsDirect message the job poster from Sun Life PhilippinesMulti-Awarded Licensed Financial Advisor & Unit Manager | Former Social Media SpecialistThe Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be...

Senior Financial Advisor JobAsticom Technology Inc is seeking a highly experienced Senior Financial Advisor to join our team. In this role, you will be responsible for providing financial reports and interpreting financial information to managerial staff.About the PositionThe ideal candidate will have a strong background in finance, with at least 5 years...

The Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be responsible for providing financial guidance to clients and helping them make informed decisions to achieve their financial goals. Additionally, this role requires building and maintaining...

About the OpportunityThis exciting opportunity as a Financial Advisor at PETNET, INC. presents a chance to leverage your expertise in financial markets and analysis to drive business growth. As a key member of our team, you will play a vital role in shaping our financial strategy and informing decision-making.Main Responsibilities:Develop and execute...

Why Join Us?At Prulife UK, we offer a dynamic and rewarding work environment that provides opportunities for personal and professional growth.As a Financial Advisor, you will have the chance to make a real difference in people's lives by helping them achieve their financial goals.We are committed to supporting our employees' career aspirations and providing...

Our Vision:Ahnex Builders & Ready Mix Corporation is committed to delivering exceptional results and value to our customers, partners, and stakeholders. We are seeking a highly skilled Executive Financial Advisor to join our team and contribute to our vision.Job Summary:The Executive Financial Advisor will provide strategic financial guidance and support to...

Sun Life Financial, a global financial services company based in Canada, offers a diverse range of insurance, retirement, and investment products and services. Sun Life in the Philippines provides insurance, wealth, and asset management solutions to help Filipinos achieve a brighter life. As the country's first and longest-standing life insurer, we offer...

JOB DESCRIPTION:*Daily Sales Activities*Daily Prospecting and Approaching*Schedule Client Meetings via online or face-to-face*Conduct Financial Needs Analysis and recommend customized solutions*Completion of requirements for client's insurance applications*Strengthen customer relationships through after-sales servicingPROFESSIONAL DEVELOPMENT:*Complete all...

KMC Solutions is seeking a Chief Financial Advisor to lead our financial management efforts. The ideal candidate will have extensive experience in taxation, financial management, and leadership.Responsibilities:Develop and implement financial plans and strategiesCollaborate with cross-functional teams to ensure financial complianceReview and analyze...

Job Description:We are seeking a highly skilled Senior Financial Advisor to join our team at Teamstaff Inc. As a key member of our accounting services team, you will assist our Manager and Team Leaders with financial advisory services for a range of clients.About the Role:This is an exciting opportunity for an experienced accountant to take on a leadership...

We are seeking a Client Success Advisor to join our team at Q2 HR Solutions Inc. As a Client Success Advisor, you will be responsible for ensuring that our customers receive the best possible service and support from our bank.The key responsibilities of this role include:Providing expert advice on banking products and servicesHelping customers achieve their...

About the positionJob SummaryWe are seeking an experienced Comprehensive Financial Advisor to join our team as a Virtual Investment Consultant. In this role, you will provide expert financial guidance and investment advice to our clients, helping them achieve their long-term financial objectives.Key Responsibilities:Conduct thorough financial needs...

We're still Hiring Part-time Financial AdvisorsExplore an opportunity to LEVEL UP this yearMINIMUM QUALIFICATIONS:ANY 4-YR COURSE GRADUATEFOR NCR OR NEARBY PROVINCES ONLYWE ARE LOOKING FOR PEOPLE WHO:WANT A BETTER-QUALITY LIFESTYLE BY EARNING MOREWANT TO BE RECOGNIZED AND GET PERKS NOT AVAILABLE IN CURRENT JOBWANT TO ACHIEVE THEIR FULLEST POTENTIAL BY...

Job SummarySun Life Financial is seeking a highly motivated and customer-focused individual to join our team as a Client Care Representative.In this role, you will be responsible for providing exceptional customer service to our Clients through various channels, including telephone and chat. You will work closely with other teams to resolve client issues and...

Role DescriptionThe Financial Services Advisor will be responsible for providing expert advice and guidance to clients on MSCI products and services.Key ResponsibilitiesDevelop and maintain relationships with key clients and stakeholders.Provide expert advice on MSCI products and services.Collaborate with internal teams to ensure seamless delivery of client...