Expert Financial Planner

13 hours ago

Batangas, Calabarzon, Philippines beBeeFinancial Full time ₱3,500,000 - ₱5,500,000

The role of a financial advisor involves providing clients with expert guidance on financial planning, creating personalized financial plans to suit their needs.

Key Responsibilities
  • Create and implement customized financial strategies for clients based on their goals and risk tolerance.
  • Develop and maintain strong relationships with clients through excellent communication and interpersonal skills.
  • Assist clients with retirement planning and investment management.
  • Analyze financial data to provide actionable recommendations and advice.
  • Stay up-to-date with industry trends and regulations to ensure compliance and optimal results for clients.
Required Skills and Qualifications
  • Strong analytical and problem-solving skills to interpret financial data and make informed decisions.
  • Excellent communication and interpersonal skills to build trust with clients.
  • Ability to work independently and remotely.
  • Experience in the insurance industry is highly valued.
Benefits

This part-time remote role offers flexibility and autonomy, allowing you to manage your workload effectively while delivering exceptional service to clients. You will have access to ongoing training and professional development opportunities to stay ahead in the field.

Others

The ideal candidate will be a self-motivated and organized individual who can prioritize tasks effectively and meet deadlines. If you are passionate about helping others achieve their financial goals, this could be an exciting opportunity for you to grow your career in a dynamic and supportive environment.

  • Expert Financial Planner and Business Analyst

    7 hours ago

    Batangas, Calabarzon, Philippines beBeeFinancial Full time $100,000 - $125,000

    Financial Planning and Reporting Expert RoleThe Senior Financial Planning and Reporting Analyst role at a leading organization involves driving strategic decision-making through critical initiatives in financial planning, business partnership, and process innovation.Key Responsibilities:Lead financial reporting and analysis across key business areas.Manage...

  • SALES REPRESENTATIVE WFH Part Time-Full Time Financial Advisor

    1 week ago

    Batangas, Calabarzon, Philippines BATANGAS AGENCY - JAIME GAMBOA - FINANCIAL ADVISOR Full time $30,000 - $60,000 per year

    To be successful in this Career, you must be:College Level in any course or with at least 2 years working experience in any industry.Self driven, motivated and willing to learn to be a Licensed Life PlannerWith strong, stable internet connectionPerformance or commission based set up, NOT NETWORKINGTo market financial products and solutionsHelp others Protect...

  • Senior Financial Planning Assistant

    12 hours ago

    Batangas, Calabarzon, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

    Job Overview:We 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...

  • Financial Expert

    12 hours ago

    Batangas, Calabarzon, Philippines beBeeAccountant Full time $60,000 - $80,000

    Financial ExpertWe are seeking a skilled and experienced financial expert to join our team. The ideal candidate will have a strong background in accounting principles, regulatory requirements, and risk management.Manage general accounting activities, ensuring compliance with internal policies and external regulations.Prepare financial statements, including...

  • Senior Financial Planner

    13 hours ago

    Batangas, Calabarzon, Philippines beBeeFinancial Full time ₱2,400,000 - ₱3,600,000

    Job Title: Financial AdvisorThis 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.The Financial Advisor will analyze financial data, develop financial...

  • Senior Financial Planner

    13 hours ago

    Batangas, Calabarzon, Philippines beBeeFinancialPlanning Full time $60,000 - $124,999

    Financial Planning ProfessionalAbout the Role:We are seeking a highly skilled Financial Planning Professional to join our team in providing strategic financial guidance and support to drive business growth.As a key member of our team, you will play a critical role in financial planning and analysis, ensuring accurate and timely financial reports and...

  • Strategic Financial Planner

    7 hours ago

    Batangas, Calabarzon, Philippines beBeeFinance Full time $90,000 - $123,456

    Financial Planning RoleThe Financial Planning Analyst role combines visionary thinking with cutting-edge technology to address pressing challenges. Delivering critical solutions across various sectors, this position drives strategic decision-making and operational excellence.Key Responsibilities:Lead initiatives in financial planning, business partnership,...

  • Financial Analysis Expert for Payment Systems

    6 hours ago

    Batangas, Calabarzon, Philippines beBeeFinancialAnalysisExpert Full time $60,000 - $90,000

    As a Financial Analysis Expert, you will play a key role in driving business growth and success by analyzing financial data to inform strategic decisions.We are seeking an expert in financial planning and analysis to help us optimize our budgeting, reporting, and analytical processes. Our goal is to build a world-class financial reporting platform that...

  • Senior Financial Planner

    13 hours ago

    Batangas, Calabarzon, Philippines beBeeFinancial Full time ₱80,000 - ₱120,000

    Job OverviewSeeking a skilled and analytical professional to support planning and decision-making by preparing reports, building financial models, and analyzing data for accurate forecasting, budgeting, and reporting.The role involves supporting the team with scheduled financial reports, ensuring accuracy of data, and providing analytical support for ad hoc...

  • Financial Business Expert

    7 hours ago

    Batangas, Calabarzon, Philippines beBeeFinancial Full time $9,600 - $15,960

    Job Title: Financial Business ExpertAt our organization, we are seeking a detail-oriented and highly motivated financial business expert to join our dynamic team. This multi-disciplinary position will encompass finance, human resources, legal, and information technology responsibilities.ResponsibilitiesFinance Operations ManagementManage complex billing...