Financial Planner
5 days ago
We are seeking a highly skilled Financial Planner to join our team at 888 Fast Easy Inc.
Key Responsibilities- Develop and implement financial plans, budgets, and forecasts aligned with the organization's strategic goals. Prepare budgeting reports and forecast revenues.
- Analyze financial data, trends, and performance metrics to provide insights and recommendations to senior management.
- Monitor and manage cash flow to ensure there is enough liquidity for day-to-day operations and future investments.
- Oversee the budgeting process and implement cost control measures to optimize resource allocation.
- Ensure compliance with financial regulations, accounting standards, and tax laws. Prepare and submit required regulatory reports.
- A bachelor's degree in finance, accounting, business administration, or a related field is often required. Accounting certification (e.g. CMA or CPA) is a plus but not required.
- Experience in managerial or supervisory positions is preferred. Team management skills and ability to prioritize work is essential.
- Strong analytical abilities are crucial for financial planners to interpret financial data, identify trends, and make informed decisions. Solid knowledge of bookkeeping and accounting principles, laws and regulations.
- Effective communication skills, both written and verbal, are essential for financial planners to convey complex financial information to various stakeholders, including executives, non-finance colleagues, and external partners.
- Opportunity to work with a dynamic team in a fast-paced environment.
- Chance to develop and implement financial strategies that drive business growth.
- Competitive compensation package.
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Online Wealth Planner
7 days ago
Lipa City, Calabarzon, Philippines Imperium Blaze Life Insurance Agency Part timeAbout UsAt Imperium Blaze Life Insurance Agency (IBLIA), we go beyond financial planning—we empower lives. Our mission is to make healthcare more accessible, protect wealth, and guide clients toward financial freedom. We believe in nurturing growth, both for our clients and our team members, fostering a supportive environment where success is celebrated.If...
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Personal Finance Strategist
6 days ago
Lipa City, Calabarzon, Philippines Imperium Blaze Life Insurance Agency Part timeYour Role as an Online Wealth PlannerProvide expert financial advice to clients based on their goals and needs.Build and maintain strong relationships by addressing financial concerns and aspirations.Conduct financial needs analysis and recommend tailored solutions.Mentor and guide potential future financial planners.Requirements and QualificationsA...
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Campaign Planner
5 days ago
Paranaque City, Calabarzon, Philippines William Hill PLC Full timeResponsibilities:Working with the Campaign Manager to plan and execute multi-channel marketing campaigns.Deliver flawless campaign execution by adhering to agreed processes and SLAs with Operations and CRM.Collaborating with central Business Intelligence and Decision Science teams to analyze the impact of campaigns and form plans to test and optimize future...
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Professional Financial Planner
4 days ago
Makati City, National Capital Region, Philippines One Zenith Part timeJob Title: Licensed Financial Wealth PlannerCompany OverviewOne Zenith Makati is a reputable life insurance company seeking a part-time Licensed Financial Wealth Planner to join our team. We provide customized wealth management and financial planning solutions to our clients.Job DescriptionWe are looking for a skilled planner who can work with clients to...
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Senior Financial Planner
4 days ago
Quezon City, National Capital Region, Philippines DATEM Incorporated Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at DATEM Incorporated.The successful candidate will be responsible for developing and administering budgets, analyzing financial data, and ensuring organizational spending is aligned with financial goals.
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Licensed Financial Wealth Planner
5 days ago
Makati City, National Capital Region, Philippines One Zenith Part timeLicensed Financial Wealth Planner - Part-time | WFHOne Zenith Makati, National Capital Region, PhilippinesRole Description:This is a part-time hybrid role for a Licensed Financial Wealth Planner at FWD Life Insurance - One Zenith branch. The planner will work with clients to understand their financial goals and provide customized wealth management and...
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Financial Planner Role
3 days ago
Makati City, National Capital Region, Philippines FWD Life Philippines Full time**Overview**FWD Life Philippines is currently looking for highly motivated and driven individuals to fill our Part-time Financial Wealth Planners position. As a member of our team, you will have the opportunity to work in a dynamic environment with a competitive compensation package.**Salary & Benefits**We offer a salary range of Php40,000.00 per month, plus...
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Financial Planner Professional
10 hours ago
Mandaluyong City, National Capital Region, Philippines San Miguel Corporation Full timeJob Summary:We are seeking a Financial Planner Professional to join our team at San Miguel Corporation.The ideal candidate will be responsible for developing and implementing financial plans to drive business growth and profitability.Key Responsibilities:Preparation and evaluation of financial plans, including budgeting and forecasting.Assistance in the...
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Senior Financial Planner
25 minutes ago
Quezon City, National Capital Region, Philippines SANY Group Full timeWe are looking for a highly skilled Senior Financial Planner to join our team at SANY Group. As a key member of our finance team, you will play a critical role in developing and implementing comprehensive financial plans.Main Responsibilities:Financial Planning: Develop and implement comprehensive financial plans, aligning with the company's strategic...
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Financial Wealth Planner
5 days ago
Bacolod City, Western Visayas, Philippines FWD Life Insurance Philippines Full timeFWD Life Insurance Philippines Bacolod, Western Visayas, PhilippinesJob Description:We are seeking a dynamic, fun-loving, and motivated Client Relations Associate/Sales Executive/Client Solution Advisor/ Financial Wealth Planner to join our team. As a Financial Wealth Planner at FWD, you will work closely with clients to understand their financial objectives...
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Senior Financial Planner
4 days ago
Quezon City, National Capital Region, Philippines Manpower Core Group Inc. Full timeJob Summary:The Senior Financial Planner is responsible for overseeing the financial analysis team, reviewing financial reports, and preparing activity reports and financial forecasts. This role requires strong analytical and leadership skills to manage day-to-day activities of the team.About the Role:This position involves analyzing and producing financial...
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Corporate Financial Planner
3 days ago
Quezon City, National Capital Region, Philippines Nabati Food Philippines Full timeAbout the RoleWe are seeking an experienced Corporate Financial Planner to join our team in Nabati Food Philippines.The successful candidate will be responsible for managing financial processes and controls, analyzing industry trends, and proposing improvements to enhance financial performance.The ideal candidate will have a Bachelor's degree in accounting,...
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Financial Planner Role
4 weeks ago
Makati City, National Capital Region, Philippines FWD Life Philippines Full timeOPEN FOR ALL LOOKING FOR PART-TIME CAREER OPPORTUNITYOur team is currently looking for (Management Trainee) Financial Wealth PlannersWhat are the basic requirements you should have?= At least 2 years in college, any course (with at least 1 year work experience in any field)- Strong internet connection at home- Amenable to take Licensure Exam at Insurance...
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Junior Planner
5 days ago
Makati City, National Capital Region, Philippines Forever New Clothing Pty Ltd Full timeField Stock & Operations Coordinator (2)General Manager Global Brand Management (1)Completed a fashion course and excited to kick-start your career in Buying? Apply today for this entry-level roleAn exciting opportunity exists for an Assistant Brand Merchandiser to join our teamDirect, control, and administer the operational activities of the Forever New...
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Remote Investment Planner
7 days ago
Palayan City, Central Luzon, Philippines Imperium Blaze Life Insurance Agency Part timeAbout UsAt Imperium Blaze Life Insurance Agency (IBLIA), we don't just provide financial solutions—we empower lives. Our mission is to make healthcare more accessible, safeguard wealth, and guide clients toward financial security and growth. We are committed to helping individuals and families achieve financial freedom while creating opportunities for...
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Financial Planner
2 days ago
Cebu City, Central Visayas, Philippines Peras Son Consultant Full timeAt Peras Son Consultant, we strive to deliver exceptional financial services. Our goal is to provide tailored advice that meets our clients' unique needs.About the RoleThe ideal candidate will possess excellent analytical skills, enabling them to assess clients' financial situations and create personalized financial plans that align with their goals and risk...
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Financial Planner
2 weeks ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeWork-Life BalanceFlexible Hours, Work from HomeDescriptionAssess clients' financial needs, goals, and risk tolerance.Develop customized financial plans, including investments, insurance, and retirement strategies.Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.Monitor and update clients' financial plans based...
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Financial Planner
2 weeks ago
Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part timeOn-site - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsPerformance Bonus, IncentivesInsurance Health & WellnessHealth Insurance, HMOOthersCompany Social Events, Office PartiesProfessional DevelopmentWork-Life BalanceFlexible Hours, Work from HomeDescriptionAssess clients' financial needs, goals, and risk...
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Financial Planning Strategist
4 days ago
Bacolod City, Western Visayas, Philippines FWD Life Insurance Philippines Full timeFWD Life Insurance Philippines is seeking a highly motivated and dynamic Financial Wealth Planner to join our team. As a Financial Wealth Planner, you will work closely with clients to understand their financial objectives and provide them with tailored investment and financial planning strategies.Key Responsibilities:Conduct comprehensive financial...
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Part-time Financial Services Career
2 days ago
Makati City, National Capital Region, Philippines FWD Life Philippines Full time**Part-time Financial Services Career**We are seeking highly motivated and driven individuals to join our team as Part-time Financial Wealth Planners. In this role, you will have the opportunity to work in a dynamic environment with a competitive salary and benefits package.**Key Responsibilities**As a Part-time Financial Wealth Planner, you will be...
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Financial Consultant
2 weeks ago
Davao City, Davao, Philippines GRANDUKE FINANCING Full timeShareJob DescriptionDescriptionA financial consultant provides expert advice to individuals, businesses, or organizations on how to manage their finances, make investment decisions, and achieve their financial goals.RequirementsEducational Qualifications:A bachelor's degree in finance, accounting, economics, business, or a related...
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Financial Wealth Planner
2 weeks ago
Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full timeHybrid - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and tailor strategies to help them...
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Senior Advertising Planner
3 days ago
Makati City, National Capital Region, Philippines Dentsu Aegis Network Full timeCompany Overview:Dentsu Aegis Network is a global network designed for what's next, helping clients predict and plan for disruptive future opportunities and create new paths to growth in the sustainable economy through five global leadership brands; Carat, Dentsu Creative, dentsu X, iProspect and Merkle.Carat is the world's first media agency, privileged to...