Senior Financial Planning Specialist
7 days ago
About the Role
We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Imperium Blaze Life Insurance Agency.
Job Description
The ideal candidate will be responsible for providing expert financial advice to clients on their medium to long-term financial goals.
Responsibilities include responding to prospective customers' queries about financial planning, conducting thorough financial need analysis, and explaining the company's various products that can help clients achieve their financial objectives.
Additionally, the successful candidate will have opportunities for career growth and development, including the possibility of leading junior financial consultants.
Requirements
To be considered for this role, candidates must possess a bachelor's degree from any 4-year course, demonstrate excellent people skills, and be willing to learn and adapt to new situations.
A good internet connection, personal laptop, and tablet are essential tools for this position. A strong understanding of financial planning principles and a passion for helping others are also required.
What We Offer
In return for your expertise and dedication, we offer a competitive salary of $60,000 per year, along with a range of benefits, including bonuses, health insurance, group life insurance, a savings plan, and participation in company events.
Imperium Blaze Life Insurance Agency is committed to fostering a positive and supportive work environment that allows our employees to thrive and grow professionally.
-
Senior Financial Services Specialist
3 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. In this role, you will be responsible for conducting comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.Key ResponsibilitiesDeliver exceptional...
-
Financial Planning Specialist
6 days ago
Makati City, National Capital Region, Philippines Megabon Construction & Development Corporation Full timeAt Megabon Construction & Development Corporation, we are seeking a highly skilled Financial Planning Specialist to join our team. As an essential member of our accounting department, you will play a pivotal role in ensuring the financial stability and growth of our organization.We offer a competitive salary of $85,000 per year, commensurate with experience,...
-
Financial Planning Specialist
6 days ago
Makati City, National Capital Region, Philippines Cobden and Carter International Full timeJob OverviewCobden and Carter International seeks an experienced Financial Planning Specialist to join our team. In this role, you will be responsible for providing expert advice on domestic tax concepts and ensuring compliance with relevant regulations.
-
Financial Planning Specialist
3 weeks ago
Makati City, National Capital Region, Philippines WHR Global Consulting Full timeWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at WHR Global Consulting. This is a unique opportunity for a dedicated professional to utilize their expertise in financial planning and management to drive business growth.About the Role:The successful candidate will be responsible for managing financial data,...
-
Financial Planning Strategist
7 days ago
Makati City, National Capital Region, Philippines Obanana Corp Full timeJob SummaryWe are seeking an experienced Financial Planning Strategist to join our team at Obanana Corp. As a key member of our finance department, you will be responsible for analyzing financial data, identifying areas for improvement, and developing strategies to drive business growth.About the RoleThis is a full-time position that requires strong...
-
Financial Planning Specialist
2 weeks ago
Mandaluyong City, National Capital Region, Philippines Drake International Philippines Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our growing team in Mandaluyong City. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to work effectively in a fast-paced environment.About Drake International PhilippinesDrake's progressive...
-
Financial Planning Specialist
3 weeks ago
Quezon City, National Capital Region, Philippines Recruiter PH Full timeJob OverviewWe are seeking an experienced Financial Planning Specialist to join our team at Recruiter PH. The successful candidate will play a key role in performing and analyzing financial modules, providing insights to management, and supporting forecasting and financial planning activities.ResponsibilitiesAnalyze financial data, including results,...
-
Financial Planning Analyst
1 month ago
Makati City, National Capital Region, Philippines Obanana Corp Full timeFinancial Planning Role at Obanana CorpObanana Corp is seeking a skilled Financial Planning Analyst to join our team. The ideal candidate will have expertise in analyzing financial data to identify company performance and benchmarking market trends. Key responsibilities include:Key Responsibilities:Analyze financial data to identify company performance and...
-
Senior Financial Executive
1 month ago
Makati City, National Capital Region, Philippines ACCESS SOLUTIONS MULTI-PURPOSE COOPERATIVE Full timeSeeking an exceptional Senior Financial Executive to lead our finance and accounting department. Responsibilities:- Develop and implement financial strategies to drive business growth.- Manage cash flow and ensure compliance with financial regulations and accounting standards.- Lead a team of accounting staff and financial analysts, providing guidance and...
-
Financial Planning Specialist
1 month ago
Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full timeAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Pru Life UK - LSLIA.The successful candidate will be responsible for offering expert financial advice and educating clients on insurance, savings, and investment services to help them achieve their long-term financial goals.Main Responsibilities:Assess clients'...
-
Financial Planning Strategist
3 weeks ago
Makati City, National Capital Region, Philippines Obanana Corp Full timeJob Summary:We are seeking a highly skilled Financial Planning Strategist to join our team at Obanana Corp.About the Role:Analyze financial data to identify key trends and insights that inform business decisionsConduct thorough cost and benchmarking analyses to optimize financial performancePrepare comprehensive budget reports that align with organizational...
-
Senior Financial Support Specialist
7 days ago
Makati City, National Capital Region, Philippines GAIC Manpower Services Inc. Full timeWe are seeking an experienced and skilled Senior Financial Support Specialist to join our team at GAIC Manpower Services Inc.">This role is a key part of our financial operations, responsible for preparing accurate and timely financial documents such as invoices, tax filings, and monthly profit reports. You will maintain organized files on account...
-
Senior Financial Operations Specialist
3 weeks ago
Quezon City, National Capital Region, Philippines Industrial Controls Systems Inc Full timeJob DescriptionWe are seeking an experienced Senior Financial Operations Specialist to join our team at Industrial Controls Systems Inc.About the Role:The Senior Financial Operations Specialist will be responsible for managing financial transactions, preparing financial statements and reports, and ensuring compliance with accounting standards and...
-
Financial Planning and Analysis Director
1 month ago
Makati City, National Capital Region, Philippines Tamaray People Solutions Corp. Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Tamaray People Solutions Corp. As a key member of our finance department, you will be responsible for providing strategic financial planning and analysis support to senior management and stakeholders.Key Responsibilities:Develop and maintain financial...
-
Senior Financial Operations Specialist
3 weeks ago
Makati City, National Capital Region, Philippines Staffing Science Expert Inc. Full timeStaffing Science Expert Inc. is seeking a skilled Senior Financial Operations Specialist to join our team. This role offers a competitive salary of $90,000 - $120,000 per year, depending on experience.About the RoleThe Senior Financial Operations Specialist will be responsible for managing key financial processes, including budgeting, bank reconciliations,...
-
Senior Financial Management Specialist
3 weeks ago
Makati City, National Capital Region, Philippines Newcore Industries International Incorporated Full timeJob SummaryWe are seeking a highly skilled Senior Financial Management Specialist to join our team at Newcore Industries International Incorporated.The ideal candidate will possess excellent financial management skills, with experience in general ledger management, financial reporting, and compliance.Key Responsibilities:General Ledger Management: Maintain...
-
Senior Financial Planning Manager
2 weeks ago
Mandaluyong City, National Capital Region, Philippines Drake International Philippines Full timeCompany Overview:Drake International Philippines, a leading global industrial gases and engineering company, is now hiring for a Senior Financial Planning Manager to join their growing team in Mandaluyong City.Job Description:The successful candidate will play a vital role in providing support to the business mainly in maintaining and controlling operating...
-
Financial Planning and Analysis Specialist
1 month ago
Marikina City, National Capital Region, Philippines Awesam Smile Dental Clinic Full timeAbout the role: Our Financial Planning and Analysis Specialist will play a key part in driving business growth at Awesam Smile Dental Clinic. This role is responsible for leading financial strategies, process improvement, and system simplification to maximize profit margins. The ideal candidate will have expertise in financial planning and analysis, with a...
-
Senior Anaplan Financial Modeling Specialist
3 weeks ago
Makati City, National Capital Region, Philippines Hunters hub Incorporated Full timeAbout the RoleWe are seeking a highly skilled Senior Anaplan Financial Modeling Specialist to join our team at Hunters Hub Incorporated.Key ResponsibilitiesDesign and develop comprehensive financial models using Anaplan's platformMaintain and enhance existing models to meet evolving business needsCollaborate with cross-functional teams to integrate models...
-
Senior Financial Operations Specialist
5 days ago
Makati City, National Capital Region, Philippines Staffing Science Expert Inc. Full timeJob DescriptionWe are seeking a highly skilled Senior Financial Operations Specialist to join our team at Staffing Science Expert Inc. This is a challenging and rewarding role that requires a strong understanding of financial principles, excellent analytical skills, and the ability to work independently in a remote setting.Key Responsibilities:Project-Based...