Expert Financial Guide

2 days ago

Manila, National Capital Region, Philippines beBeeFinancialAdvisor Full time ₱300,000 - ₱450,000
Role Overview

This role is an opportunity to excel in a part-time hybrid Financial Advisor position, offering financial planning and guidance, as well as life insurance and investment products. The advisor will be responsible for delivering exceptional client servicing and relationship management.



Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Offer a range of life insurance and investment solutions tailored to individual needs
  • Maintain strong relationships with clients through exceptional customer service and regular communication
  • Collaborate with internal teams to ensure seamless delivery of client services


Required Skills and Qualifications
  • Strong interpersonal and communication skills, with the ability to build trust with clients
  • Ability to work independently and as part of a team, prioritizing tasks and managing multiple projects simultaneously
  • Relevant education in Finance, Economics, Business, or related fields


Benefits

As a Financial Advisor, you can expect a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment that values teamwork and innovation.



Work Environment

The role offers a hybrid work arrangement, allowing for flexibility between working from home and collaborating with the team in the office.

  • Junior Financial Messaging Expert

    2 weeks ago

    Manila, National Capital Region, Philippines DiXiO Full time

    We are hiringDiXiO is on a mission to innovate financial messaging, and now, you can be part of it tooAre you looking to build a career around a rare and highly valued skill in the market? Well, look no further—today is your lucky day DiXiO is hiring a Junior Financial Messaging expert. If you're a fresh IT graduate eager to develop expertise in this niche...

  • Workday Financials Senior Principal Consultant

    5 days ago

    Manila, National Capital Region, Philippines Collaborative Solutions Full time

    About the Role: Cognizant is seeking Financials Consultants with Financial Management systems experience and expertise in the areas of General Ledger, Billing, Receivables, Procurement, Payables, Expenses, Asset Management and/or Projects. As a Consultant, you will guide clients through the transformation, implementation and operation phases of a Workday...

  • Senior Financial Expert

    2 days ago

    Manila, National Capital Region, Philippines beBeeExpert Full time ₱800,000 - ₱1,200,000

    Financial Reporting RoleThis is a key position in our Financial Reporting group, responsible for processing and handling transactions with the Asset Servicing Group.Under general supervision, but working independently most of the time, you will be responsible for preparation and/or reviews of deliverables, following core procedures, checklists, and client...

  • Expert Financial Strategist

    1 day ago

    Manila, National Capital Region, Philippines beBeeFinancial Full time ₱80,000 - ₱120,000

    Job Title: Senior Financial Management AdvisorJob Description:We are seeking a seasoned financial management professional to join our team as a Senior Financial Management Advisor. The successful candidate will be responsible for providing expert advice on financial management, budgeting, and accounting practices to various stakeholders.Key responsibilities...

  • Experienced Accountant

    3 days ago

    Manila, National Capital Region, Philippines beBeeAccountant Full time ₱900,000 - ₱1,200,000

    Job OverviewAs an experienced accounting professional, you will lead financial accounting processes to ensure compliance with international standards.This role involves developing strategies that drive profitability and optimizing cost-efficiency by overseeing financial statement preparation, audits, and high-level financial reporting.You will conduct risk...

  • Expert Financial Solutions Provider

    13 minutes ago

    Manila, National Capital Region, Philippines beBeeInvestment Full time ₱600,000 - ₱1,200,000

    Job TitleFinancial Portfolio SpecialistThis role involves developing and implementing financial strategies for clients, managing investment portfolios, and providing expert advice. Responsibilities include assessing client needs, creating customized plans for growth, monitoring market trends, ensuring compliance with regulations, and fostering strong...

  • Senior Oracle Financials Consultant

    2 days ago

    Manila, National Capital Region, Philippines beBeeFinancialConsultant Full time ₱900,000 - ₱1,200,000

    **Oracle Financials Lead Consultant Role**As a seasoned Oracle Financials professional, you will play a pivotal role in driving business growth and excellence through expert financial management. We are seeking an exceptional individual to lead the analysis, design, configuration, implementation, optimization, and ongoing support of Oracle Financials...

  • Financial Expert for Project Support

    2 days ago

    Manila, National Capital Region, Philippines beBeeFinance Full time ₱600,000 - ₱1,200,000

    Expert Finance & Operations Consultants RequiredThe role involves supporting various projects and programs, utilizing skills in accounting, budgeting, financial analysis, project management, business process analysis, and stakeholder engagement.Key ResponsibilitiesFinancial Planning and ManagementProject Monitoring and EvaluationStakeholder Engagement and...

  • Financial Transformation Lead

    1 hour ago

    Manila, National Capital Region, Philippines beBeeConsultant Full time $90,000 - $120,000

    About the Role: We are seeking experienced professionals with expertise in General Ledger, Billing, Receivables, Procurement, Payables, Expenses, Asset Management and/or Projects.We require a skilled consultant to guide clients through the transformation, implementation and operation phases of a Workday solution. The ideal candidate will have a strong...

  • Chief Financial Strategist

    17 hours ago

    Manila, National Capital Region, Philippines beBeeFinancial Full time ₱900,000 - ₱1,200,000

    Job OverviewWe are seeking an accomplished Financial Director to lead our finance team and drive strategic growth. As a seasoned financial professional, you will oversee the entire spectrum of financial operations, from financial planning and analysis to budgeting and forecasting.The ideal candidate will possess exceptional analytical skills, with the...