Executive Financial Advisor

Responsibilities:Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are...

A Financial Advisor with Sun Life Grepa Financial, Inc. is responsible for providing tailored financial advice to clients based on their individual needs and objectives.The ideal candidate should have a Bachelor's Degree/College Graduate and excellent communication skills. A flexible work schedule is also required.About the companySun Life Grepa Financial,...

2 days ago Be among the first 25 applicantsDirect message the job poster from 153 Life Insurance AgencyWealth Management Consultant at Prulife UKCompany DescriptionPru Life UK, with 26 years of operations in the Philippines, is a leading life insurance company committed to providing accessible and affordable health and wealth protection solutions to...

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

2 days ago Be among the first 25 applicantsDirect message the job poster from Sun Life PhilippinesMulti-Awarded Licensed Financial Advisor & Unit Manager | Former Social Media SpecialistThe Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be...

Career OverviewThe Corporate Financial Advisor plays a critical role in driving business growth and improving financial performance through effective financial planning and analysis. In this role, you will work closely with cross-functional teams to develop and implement financial strategies that align with organizational objectives. You will also be...

About the OpportunityThis exciting opportunity as a Financial Advisor at PETNET, INC. presents a chance to leverage your expertise in financial markets and analysis to drive business growth. As a key member of our team, you will play a vital role in shaping our financial strategy and informing decision-making.Main Responsibilities:Develop and execute...

The Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be responsible for providing financial guidance to clients and helping them make informed decisions to achieve their financial goals. Additionally, this role requires building and maintaining...

About the positionJob SummaryWe are seeking an experienced Comprehensive Financial Advisor to join our team as a Virtual Investment Consultant. In this role, you will provide expert financial guidance and investment advice to our clients, helping them achieve their long-term financial objectives.Key Responsibilities:Conduct thorough financial needs...

Senior Financial Advisor JobAsticom Technology Inc is seeking a highly experienced Senior Financial Advisor to join our team. In this role, you will be responsible for providing financial reports and interpreting financial information to managerial staff.About the PositionThe ideal candidate will have a strong background in finance, with at least 5 years...

We are looking for a skilled Financial Advisor to join our team at Sun Life Grepa Financial, Inc.Your primary responsibility will be to develop and maintain relationships with clients, ensuring that their financial goals are achieved. You should have strong analytical and problem-solving skills, as well as excellent communication and interpersonal...

KMC Solutions is seeking a Chief Financial Advisor to lead our financial management efforts. The ideal candidate will have extensive experience in taxation, financial management, and leadership.Responsibilities:Develop and implement financial plans and strategiesCollaborate with cross-functional teams to ensure financial complianceReview and analyze...

Sun Life Financial, a global financial services company based in Canada, offers a diverse range of insurance, retirement, and investment products and services. Sun Life in the Philippines provides insurance, wealth, and asset management solutions to help Filipinos achieve a brighter life. As the country's first and longest-standing life insurer, we offer...

Role Summary:We are seeking an experienced Corporate Financial Advisor to join our finance team at SAN MIGUEL HOLDINGS CORP. In this role, you will be responsible for preparing account schedules and analysis, consolidating financial data, reviewing and analyzing financial statements, and assisting in integrating new subsidiaries into the closing...

JOB DESCRIPTION:*Daily Sales Activities*Daily Prospecting and Approaching*Schedule Client Meetings via online or face-to-face*Conduct Financial Needs Analysis and recommend customized solutions*Completion of requirements for client's insurance applications*Strengthen customer relationships through after-sales servicingPROFESSIONAL DEVELOPMENT:*Complete all...

Salary and Benefits:As a Financial Advisor-Assistant Unit Manager, you will have the opportunity to earn unlimited income through commissions, rewards, and bonuses. You will also receive a BPI ATM issued by the company, which can be used for daily transactions. In addition, you will have access to monthly cash incentives, staycation and spa massage...

Sales Executive - Treasury and Capital MarketsBase Location: PhilippinesJoin a Leading Global FinTech Innovator | Drive Growth in High-Impact Markets | Empower Financial Institutions with Cutting-Edge Treasury & Capital Markets SolutionsIn this dynamic role, you'll become part of a global FinTech organization that specializes in empowering financial...

Key Responsibilities:Assist in project management and execution of environmental and social advisory engagements.Manage due diligence, internal approvals, and compliance processes.Lead discussions with clients, partners, third parties, and advisors to facilitate transactions.This role involves supporting negotiations, financial modelling, fundraising...

Job Description:We are seeking a highly skilled Senior Financial Advisor to join our team at Teamstaff Inc. As a key member of our accounting services team, you will assist our Manager and Team Leaders with financial advisory services for a range of clients.About the Role:This is an exciting opportunity for an experienced accountant to take on a leadership...

Company OverviewSun Life Grepa Financial, Inc. is a company that prides itself on having a people-first, highly collaborative and supportive culture. Our work goes beyond just providing financial security; we strive to make a positive impact in the lives of Filipinos.SalaryWe offer a competitive monthly salary guaranteed for 14 months, plus a...