Financial Services Advisor

2 days ago


Taguig, National Capital Region, Philippines JHL Financial Solutions Part time
Key Responsibilities
  • Conduct needs assessments to understand clients' goals, risk tolerance, and current financial situation.
  • Present and explain financial products and services that align with client needs.
  • Develop customized financial plans addressing wealth accumulation, risk management, and retirement planning.
Product Recommendations & Implementation
  • Offer insurance solutions to safeguard clients' assets and financial stability.
  • Recommend investment options based on financial goals and risk appetite.
  • Assist clients in setting up financial products while ensuring compliance with regulatory standards.


  • Taguig, National Capital Region, Philippines Team Ives - Virtual Insurance Advisor Full time

    Are you a driven and ambitious individual seeking a challenging career in virtual insurance advising? Look no further than Team Ives! As a Virtual Insurance Advisor, you will play a critical role in helping clients navigate complex insurance products and services.Key ResponsibilitiesYour key responsibilities will include:Providing exceptional customer...

  • Financial Advisor

    3 weeks ago


    Taguig, National Capital Region, Philippines Global One LIA Inc. Part time

    Looking for a side hustle that offers high income potential and time flexibility?What we do as a Financial Advisor?Attend online trainingsWFH set upDo client presentationsUnlimited commissions and incentivesEnjoy local and international travelsPotential income 20K to 100KQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year...


  • Taguig, National Capital Region, Philippines Team Ives - Virtual Insurance Advisor Full time

    Team Ives offers a unique opportunity for motivated individuals to launch their career in virtual insurance advising. This role is perfect for recent college graduates looking to gain valuable experience and build a successful career.About the RoleAs a Virtual Insurance Advisor, you will be responsible for providing exceptional customer service to clients...


  • Taguig, National Capital Region, Philippines Manpower Core Group Inc. Full time

    Job OverviewManpower Core Group Inc. is seeking a skilled Wealth and Financial Services Manager to join our team. As a key member of our organization, you will be responsible for ensuring that each touchpoint across the customer journey is engaging, efficient, and transformational.In this role, you will develop, produce, and maintain relevant documentation...


  • Taguig, National Capital Region, Philippines Sun Life Financial Full time

    Job OverviewSun Life Financial is seeking a skilled Finance Specialist to join its team. The ideal candidate will have experience in financial reporting and accounting, as well as strong analytical and communication skills.The Finance Specialist will be responsible for participating in the financial statement closing process, preparing and processing journal...


  • Taguig, National Capital Region, Philippines ENGINEERINGUK Full time

    We are looking for a talented Employee Support Advisor to join our team in Manila. In this role, you will provide real-time support for Tier 1 HR queries via live chat enabled by ServiceNow, ensuring a high level of service excellence and employee satisfaction.You will serve as the primary point of contact for the Manila Hub MyHR Advisors team and assume the...


  • Taguig, National Capital Region, Philippines Team Ives - Virtual Insurance Advisor Full time

    At Team Ives, we believe in empowering our team members to reach their full potential. As a Virtual Insurance Advisor, you will have the opportunity to develop a rewarding career in a dynamic and innovative industry.Job DescriptionYour primary responsibility as a Virtual Insurance Advisor will be to provide exceptional customer service to clients while...

  • Financial Advisor

    3 days ago


    Taguig, National Capital Region, Philippines One Apex Full time

    One Apex is a dynamic team of millennials and Gen Zs passionate about sharing financial literacy with every household. We believe in empowering individuals to take control of their financial futures.About UsWe're on a mission to change the way people feel about insurance.We're looking for like-minded individuals to join us in this journey.The RoleWe're...


  • Taguig, National Capital Region, Philippines Citigroup Inc. Full time

    OverviewCiti serves as a trusted advisor to retail, mortgage, small business and wealth management clients at every stage of their financial journey.We offer an array of products, services and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.The Finance Reporting Intermediate Analyst will be responsible for...


  • Taguig, National Capital Region, Philippines AIA Hong Kong and Macau Full time

    AIA Hong Kong and Macau is looking for a Compliance and Governance Advisor to join our team. As an Audit Consultant, you will be responsible for ensuring that our internal controls and governance practices align with regulatory requirements and best practices.ResponsibilitiesEvaluate and assess internal controls and governance practices across various...


  • Taguig, National Capital Region, Philippines Amazon Full time

    About the PositionWe are looking for a highly motivated and experienced Digital Transformation Advisor to join our team in Manila. As a key member of our AWS Philippines team, you will play a critical role in driving the adoption of AWS technologies among our enterprise customers.Your primary responsibility will be to advise customers on how to leverage AWS...


  • Taguig, National Capital Region, Philippines KMC Full time

    Business Strategy and Finance AdvisorKMC Taguig, National Capital Region, PhilippinesJob Role:Provide strategic guidance on business development and growth.Develop and implement financial plans to achieve business objectives.Collaborate with cross-functional teams to drive business success.Prepare and present financial reports to stakeholders.Identify areas...


  • Taguig, National Capital Region, Philippines MA Financial Group Full time

    As a key member of the finance operations team at MA Financial Group, you will play a crucial role in ensuring the accuracy and efficiency of our broker commission calculations and payments.About the RoleThis position involves maintaining transaction records, managing clawback processes, addressing broker inquiries, and preparing performance reports.You will...


  • Taguig, National Capital Region, Philippines Sun Life Financial Full time

    Welcome to Sun Life Financial, where you can be your most brilliant self! As a valued member of our team, you'll be empowered to learn, grow, and succeed in a supportive and inclusive work environment.Our purpose is to help Clients achieve lifetime financial security and live healthier lives. We're a global company with a passion for people, driving...


  • Taguig, National Capital Region, Philippines Yara Suomi Oy Full time

    We are seeking a skilled Fertilizer Product Advisor to join our team at Yara Suomi Oy. As an Agronomist, you will play a key role in supporting our commercial team and customers in making informed decisions about fertilizer use and crop management.About the PositionYou will work closely with sales teams and customers to develop and implement effective crop...


  • Taguig, National Capital Region, Philippines Santaisabel Full time

    About the RoleThis position offers an exciting opportunity to join our dynamic Client Solutions team as a Solutions Advisor. As a key member of our team, you will be responsible for delivering exceptional client support, developing custom solutions, and driving business growth.We are looking for a talented and results-driven individual with a passion for...


  • Taguig, National Capital Region, Philippines Sutherland Full time

    Sutherland Global Services is a global business transformation company that offers integrated back-office and customer service support services. As a Senior Advisor for Back-Office Support Services, you will be part of our team that delivers innovative solutions to businesses worldwide.The company has its head office in Rochester, New York, and operates...


  • Taguig, National Capital Region, Philippines Sun Life Financial Full time

    Sun Life Financial is a leading provider of financial services, committed to delivering exceptional value to our clients. We are seeking a highly skilled Customer Service Associate to join our team.This role involves providing outstanding customer service and support to clients by resolving telephone inquiries in a fast-paced environment. The ideal candidate...


  • Taguig, National Capital Region, Philippines Citibank (Switzerland) AG Full time

    Risk Governance AdvisorCitibank (Switzerland) AG is seeking a highly skilled Risk Governance Advisor to join our team. As a key member of our risk management organization, you'll be responsible for assessing technology and/or cyber risks associated with new initiatives and programs being proposed for implementation. Your expertise will help us minimize...

  • Financial Advisor

    1 week ago


    Taguig, National Capital Region, Philippines GLOBAL ONE LIFE INSURANCE AGENCY Full time

    Position: Life Insurance Broker/AgentEmployment Type: Full-time / Part-time / Commission-BasedAbout the Role:As a Life Insurance Broker/Agent, you will be responsible for helping clients secure their financial future by offering tailored life insurance solutions. You will assess their needs, provide expert advice, and guide them in choosing the best policies...