Personal Finance Advisor

Empower Individuals and Businesses with Personalized Financial SolutionsAs a Personal Finance Strategist, you will be instrumental in helping our clients achieve their financial goals. With our supportive and collaborative work environment, you will have the opportunity to grow professionally and personally, while making a positive impact on people's...

Job SummaryWe are seeking an experienced Business Functional Partner – Finance to join our team. As a trusted advisor, you will work closely with senior leaders to drive business decisions aligned with our long-term goals. You will lead budgeting and forecasting processes, design and maintain reports, and present financial results to key...

Key Responsibilities:Analyze financial data, performance metrics, and KPIs to provide insights and recommendations that support strategic decision-making.Develop and deliver regular financial reports to business units, highlighting variances from budgets and forecasts.Collaborate with business leaders to develop long-term financial plans and models, which...

Job SummaryFWD D11 District is seeking a dynamic Financial Planner to provide expert guidance on financial planning, sales, and customer service.Key Tasks:Design and execute comprehensive financial plans tailored to individual client needs, leveraging expertise in financial planning, retirement planning, and financial assessments.Drive sales performance by...

Manila, National Capital Region, PhilippinesCompany: Prulife UKGeneral Associate Unit ManagerI'm looking for someone who is interested to become a Financial Advisor with a 10-15K weekly income for part-time work.Role DescriptionThis is a part-time hybrid role for a Financial Advisor at Prulife UK. The role is located in Manila but allows for some work from...

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,...

Role DescriptionThe Strategic Finance Advisor will play a key role in driving business growth and success by providing strategic financial guidance and advice to senior management. This is an exciting opportunity to work closely with business leaders to develop and implement financial strategies that align with the company's goals and objectives.About the...

Serve as a trusted advisor to customers, delivering personalized solutions in the travel industry.CUSTOMER SERVICE ADVISOR at Trip.com Group Limited will be responsible for resolving customer inquiries, processing bookings, and providing expert advice on travel options.About Our CompanyTrip.com Group is a one-stop travel service provider, comprising...

We are seeking a Client Success Advisor to join our team at Q2 HR Solutions Inc. As a Client Success Advisor, you will be responsible for ensuring that our customers receive the best possible service and support from our bank.The key responsibilities of this role include:Providing expert advice on banking products and servicesHelping customers achieve their...

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...

Role DescriptionThe Beauty Advisor Performance Coach will play a critical role in enhancing the skills and knowledge of Beauty Advisors. The ideal candidate will have a strong background in training and development, with experience in coaching and mentoring.Main Responsibilities:Coaching Beauty Advisors to improve their skills and customer...

PDC insurance Agency Inc. is seeking a highly motivated and experienced Financial Wealth Planner to join our team.About the PositionThe ideal candidate will provide expert financial guidance, develop personalized wealth management strategies, and build lasting relationships with clients.Key QualificationsBachelor's degree in any fieldMinimum 2 years of work...

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...

Job Summary:As a Finance Transformation Manager at Neksjob Corporation, you will be responsible for driving finance transformation initiatives and implementing scalable Oracle solutions. You will thrive in an inclusive and collaborative environment, working with global clients to optimize their finance operations.The ideal candidate will have expertise in...

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...

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...

Manila, National Capital Region, PhilippinesSun Life of Canada (Philippines), Inc.1 day ago Be among the first 25 applicantsMulti-awarded and Top General Unit ManagerThe 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...

Pru Life UK is a leading provider of life insurance products and services. We're seeking driven individuals with a Bachelor's degree to become part-time financial advisors. As an advisor, you'll have the opportunity to work independently while enjoying the support of a global company. Our flexible part-time schedule allows you to balance work and personal...

At Pru Life UK, we believe that everyone deserves the opportunity to achieve their financial goals. That's why we're offering a part-time financial advisor program that provides the training, support, and resources you need to succeed. As an advisor, you'll have the flexibility to work on your own schedule while earning competitive rewards and enjoying...

Pru Life UK is committed to helping individuals achieve their financial goals through our part-time financial advisor program. As an advisor, you'll be responsible for helping clients make informed decisions about their financial futures. You'll have access to free training and development opportunities to ensure you have the skills and knowledge needed to...