Senior Financial Planner

7 days ago


Rizal, Philippines beBeeFinancial Full time ₱800,000 - ₱2,000,000
Job Summary

This is a part-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services.


Responsibilities
  • Provide comprehensive financial guidance to clients, including retirement planning and investment management.
  • Analyze financial data, develop strategic financial plans, and stay up-to-date with market trends and regulations.
Qualifications
  • Proven skills in financial planning and finance.
  • Expertise in retirement planning and investments.
  • Experience in providing financial advisory services.
  • Strong analytical and problem-solving skills.
  • Excellent interpersonal and communication skills.
  • Ability to work independently and remotely.
  • Bachelor's degree in Finance, Economics, or related field preferred.
  • Professional certification (e.g., CFP, CFA) is highly valued.
Work Environment
  • Part-time remote position.
Business Area
  • Finance and Sales.


  • Rizal, Philippines beBeeParaplanner Full time ₱900,000 - ₱1,200,000

    Job OpportunityWe are seeking a highly skilled and detail-oriented professional to support our financial planning team in the role of Financial Planning Assistant.Main Responsibilities:Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs) in line with compliance requirements.Conduct product comparisons and strategy modelling for...


  • Rizal, Philippines beBeeTraffic Full time ₱4,500,000 - ₱5,500,000

    Traffic Planner PositionEastvantage seeks a skilled Traffic Planner to support major infrastructure and construction projects. The ideal candidate will have strong planning expertise, excellent English communication skills, and proven experience working with project managers on complex developments.The successful candidate will develop, review, and manage...


  • Rizal, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Job OverviewWe are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.The role...


  • Rizal, Philippines beBeeFinancial Full time ₱4,000,000 - ₱7,000,000

    Job Summary">We are seeking a strategic Financial Planning & Analysis (FP&A) professional to join our finance team. The ideal candidate will have strong expertise in financial modeling, forecasting, and analysis to drive budgeting, financial reporting, and performance analysis.">This role is responsible for leading the development of financial plans,...


  • Rizal, Philippines beBeeMerchandise Full time ₱6,000,000 - ₱7,500,000

    Job TitleSenior Merchandise PlannerKey ResponsibilitiesLead and support the allocation team.Ensure stock is allocated to the right stores at the right time, in line with agreed allocation methodologies.Manage inventory levels by analyzing future sales forecasts and placing stock orders accordingly.Identify and action in-store sales opportunities to maximize...


  • Rizal, Philippines beBeeFinancial Full time $100,000 - $120,000

    Senior FP&A Analyst RoleAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Senior Financial Planning and Analysis (FP&A) Analyst. This is a full-time remote position that offers the opportunity to work closely with senior leadership teams.


  • Rizal, Philippines beBeeWealth Full time ₱400,000 - ₱520,000

    Job OpportunityFinancial Wealth Planners play a crucial role in helping clients achieve their long-term financial goals. As part of our team, you will be responsible for lead generation, prospecting clients, and delivering personalized insurance and investment solutions.The fastest-growing insurance company seeks driven and passionate individuals to join the...


  • Rizal, Philippines beBeeFinancialPlanner Full time ₱2,400,000 - ₱3,600,000

    We are seeking an experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing clients with expert financial guidance, creating personalized financial plans, and assisting with retirement planning.This is a part-time remote role that requires strong analytical and problem-solving skills, excellent...


  • Rizal, Philippines beBeeFinancial Full time ₱800,000 - ₱1,400,000

    Financial Planning and Analysis SpecialistWe are seeking a skilled Financial Planning and Analysis Specialist to join our organization in Canada.The ideal candidate will have experience with financial statement production, analysis, and budgeting.About the RoleThe successful candidate will be responsible for building, updating, and improving divisional and...


  • Rizal, Philippines beBeeConsultant Full time ₱600,000 - ₱1,200,000

    Financial Consultant OpportunityWe are seeking a skilled financial consultant to join our team. The ideal candidate will possess excellent communication skills, a strong understanding of financial planning and investment strategies, and the ability to work effectively with clients.Key Responsibilities:Meet with clients to discuss their financial goals and...