Current jobs related to Personal Finance Advisor - Pasig, National Capital Region - Blaze Coaches
-
Personal Wealth Advisor
1 week ago
Pasig, National Capital Region, Philippines Blaze Coaches Full timeJob SummaryWe are seeking a skilled Personal Wealth Advisor to join our team, responsible for advising clients on investment strategies and wealth management options. You will provide personalized guidance to clients, helping them navigate the complexities of personal finance and make informed decisions about their assets.As a Personal Wealth Advisor, you...
-
Lead Finance Advisor
5 days ago
Pasig, National Capital Region, Philippines LeadAdvisors Full timeAbout UsAs a leading financial institution, LeadAdvisors is committed to delivering excellent financial services to our customers. We are seeking an experienced Financial Sales Representative to join our team in the U.S.Job OverviewA Financial Sales Representative serves as a trusted advisor to clients, providing comprehensive financial guidance and support....
-
Personal Finance Expert
1 week ago
Pasig, National Capital Region, Philippines LeadAdvisors Full timeWe are seeking a highly skilled and motivated Inbound Loan Representative to join our dynamic team in the US. At LeadAdvisors, we pride ourselves on providing excellent financial services to our customers.As an Inbound Loan Representative, you are responsible for handling incoming inquiries and assisting customers with their loan-related needs. You serve as...
-
Personal Finance Coach
44 minutes ago
Pasig, National Capital Region, Philippines beBee Careers Full timeCareer OpportunityWe are seeking a highly motivated Personal Finance Coach to join our team. As a Personal Finance Coach, you will be responsible for helping clients achieve their financial goals by offering Life and Health Insurance plans, teaching financial wealth management strategies, and promoting proper savings and investment...
-
Consumer Finance Advisor
1 week ago
Pasig, National Capital Region, Philippines LeadAdvisors Full timeAbout the Role:We are seeking a highly skilled Loan Application Specialist to join our dynamic team in the US. The successful candidate will contribute to maintaining accurate records, adhering to compliance guidelines, and staying updated on industry trends and best practices.Responsibilities:Handle inbound inquiries from US consumers about personal...
-
Accounting Advisor
6 days ago
Pasig, National Capital Region, Philippines Abraham Holdings, Inc. Full timeAbout the OpportunityWe are seeking an experienced Accounting Advisor to join our team at Abraham Holdings, Inc. As an Accounting Advisor, you will play a key role in our accounting functions, working closely with our accounting team to develop and implement effective accounting strategies.Key Responsibilities:Preparing and analysing financial statements and...
-
Digital Transformation Advisor
2 weeks ago
Pasig, National Capital Region, Philippines Apptech Digital Full timeDigital Transformation Advisor Job Description:We are seeking a highly skilled Digital Transformation Advisor to join our team at Apptech Digital. As a Digital Transformation Advisor, you will help our clients achieve their digital transformation goals by implementing and supporting their Acumatica Cloud ERP systems.Key Responsibilities:Implementing ERP...
-
Area Learning Advisor
3 weeks ago
Pasig, National Capital Region, Philippines Homeschool Global Philippines Full timeBe among the first 25 applicantsOversees the operations of an assigned Area and/or Hub.Monitors and updates the student and family database for the assigned area.Implements the Family Advisor (FA) Program: Identifying and endorsing potential FAs and Learning Advisors (LAs) to the Program Head or Family Care and Support Officer for orientation. Providing...
-
Customer Advisor
2 weeks ago
Pasig, National Capital Region, Philippines Dynamic Talent Solutions Full timeThe Customer Advisor serves as the first point of contact for customers, providing friendly, knowledgeable, and efficient service. This role involves handling inquiries, solving problems, recommending products or services, and ensuring an exceptional customer experience across all touchpoints.Key Responsibilities:Greet and assist customers in person, over...
-
Mergers and Acquisitions Advisor
5 days ago
Pasig, National Capital Region, Philippines Rocket Equities Full timeWe are seeking an experienced Mergers and Acquisitions Advisor to join our team at Rocket Equities.The successful candidate will be responsible for conducting in-depth industry analysis and preparing sector reports to identify M&A trends. This includes proactively engaging in deal sourcing, contributing to business development, and facilitating investor...
-
Customer Advisor
1 week ago
Pasig, National Capital Region, Philippines Security Bank Corporation Full timePOSITION TITLE: CUSTOMER ADVISORREPORTS TO: BUSINESS MANAGERDIRECTLY SUPERVISES: N/AUNIT/DEPARTMENT: Assigned Branch / Assigned AreaDIVISION/GROUP: Assigned Region / Assigned BBG Distribution Group / Branch Banking GroupJOB SUMMARYThe Customer Advisor handles in-house selling, cross-selling of bank products and services, and the managing of account portfolio...
-
Lead Property Valuation Expert
2 weeks ago
Pasig, National Capital Region, Philippines PG Finance Full timePg Finance is a leading lending company that offers flexible terms and interest rates tailored to the needs of our clients. We are currently hiring a Senior CI/Appraiser to join our team.About the CompanyOur company has been providing business and personal loans for over 25 years. We pride ourselves on our commitment to customer satisfaction and our ability...
-
Sustainability and Risk Advisor
1 week ago
Pasig, National Capital Region, Philippines Creditaccess Philippines Financing Company, Inc Full timeWe are seeking a highly experienced Sustainability and Risk Advisor to join our team at Creditaccess Philippines Financing Company, Inc. In this role, you will be responsible for assisting the Chief Risk Officer in identifying, measuring, controlling, monitoring, and reporting risks.You will also be responsible for developing and implementing environmental,...
-
Software Licensing Advisor
4 weeks ago
Pasig, National Capital Region, Philippines Insight Technology Full timeSelect how often (in days) to receive an alert:Pasig, PHRequisition Number: 99376Software Licensing AdvisorLocation: This is a hybrid opportunity where you will work once a week in the office. Our office location is at 10th and 11th Floor Robinsons Cyber Omega, Pearl Drive, Ortigas Center, Pasig City, Metro Manila, Philippines 1605Insight at a GlanceReceived...
-
Senior Loan Originator
5 days ago
Pasig, National Capital Region, Philippines LeadAdvisors Full timeAbout Our TeamWe are seeking an experienced Financial Sales Representative to join our team in the U.S. at LeadAdvisors. Our company is committed to delivering exceptional financial services to our customers.Job RoleThis role involves serving as a trusted advisor to clients, providing comprehensive financial guidance and support. You will be responsible for...
-
Customer Financial Services Representative
5 days ago
Pasig, National Capital Region, Philippines LeadAdvisors Full timeAbout Our CompanyLeadAdvisors is a reputable financial institution dedicated to delivering exceptional financial services to our customers. We are seeking an experienced Financial Sales Representative to join our team in the U.S.Job SummaryThis role involves serving as a trusted advisor to clients, providing comprehensive financial guidance and support. You...
-
Financial Sales Consultant
5 days ago
Pasig, National Capital Region, Philippines LeadAdvisors Full timeAbout UsAt LeadAdvisors, we are dedicated to providing exceptional financial services to our customers. We are seeking a highly motivated and experienced Financial Sales Representative to join our team in the U.S.Job DescriptionA Financial Sales Representative plays a crucial role in providing comprehensive financial guidance and support to clients. As a...
-
Account Manager Finance
1 week ago
Pasig, National Capital Region, Philippines J-K Network Services Full timeCompany OverviewJ-K Network Services is a reputable finance company that has been providing guarantee services since 1954. We offer a range of loan options, including personal and housing loans, credits, and medium to long term business strategies. Our mission is to help our clients achieve their financial goals.
-
Finance and Administration Coordinator
1 week ago
Pasig, National Capital Region, Philippines HATASU E-Bike Full timeHATASU E-Bike is a growing organization that values teamwork and collaboration. We are seeking a skilled Finance and Administration Coordinator to join our team.About the RoleThis role involves managing financial operations, maintaining accurate records, and providing administrative support to the business.Key DutiesManaging historical records and copies of...
-
Financial Services Advisor
1 week ago
Pasig, National Capital Region, Philippines LeadAdvisors Full timeJoin us at LeadAdvisors as an Inbound Loan Representative and play a key role in delivering exceptional customer experiences.In this position, you will be the primary point of contact for customers seeking information, applying for loans, or requiring assistance with existing loan accounts.Key Accountabilities:Handle customer inquiries related to personal...
Personal Finance Advisor
3 weeks ago
We are seeking highly motivated and driven individuals to join our team as Personal Finance Advisors. In partnership with FWD Life Philippines and Security Bank, we provide exciting opportunities for growth and development. Our team is dedicated to helping clients achieve their financial goals through expert advice and guidance.
About Us:Blaze Coaches is a leading organization in the financial services industry, committed to delivering exceptional results for our clients. We believe in fostering a culture of excellence, innovation, and collaboration.
Job Description:As a Personal Finance Advisor, you will be responsible for providing expert advice and guidance to clients on personal finance matters. You will develop and implement customized financial plans to help clients achieve their financial objectives.
Key Skills and Qualifications:- Strong knowledge of personal finance principles
- Excellent communication and interpersonal skills
- Ability to develop and implement customized financial plans
- iPad subsidy
- Flexible work arrangements and work-life integration
- Unlimited income potential (commission-based)
- 30-40% sales commission plus bonuses
- HMO benefit with ₱250K maximum coverage for immediate family members and dependents
- Life insurance with ₱10M maximum coverage
- Free online competency training
- Face-to-face learning events
- Access to personal development programs
- Travel perks with 5-star hotel accommodation and allowance
- Opportunity to become a life coach and facilitate human learning