Financial Planning Expert

11 hours ago

Mandaue City, Central Visayas, Philippines beBeeFinancialAdvisor Full time ₱384,000 - ₱512,000
Expert Financial Planner Opportunity

Our organization seeks an expert financial planner to provide personalized financial solutions and professional advice to clients. The ideal candidate will have a strong background in financial planning, finance, and financial advisory services.

This is a part-time remote role that requires the financial planner to create customized financial plans, assist with retirement planning, and manage investments for clients.

The financial planner will also be responsible for providing expert financial guidance, helping clients make informed decisions to achieve their long-term financial goals.

  • Strong analytical and problem-solving skills are essential for this role, as well as excellent communication and interpersonal skills.
  • Experience with retirement planning, investments, and financial planning software is highly desirable.
  • The ability to work independently and remotely is required, as well as a strong commitment to delivering exceptional client service.

  • Financial Planning and Analysis Expert

    9 hours ago

    Mandaue City, Central Visayas, Philippines beBeeFPANALYST Full time $70,100 - $90,100

    Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis (FP&A) expert to join our team. This is an exciting opportunity for someone who can seamlessly operate across both high-level financial analysis and day-to-day accounting operations, ensuring accuracy, consistency, and strategic insight with minimal supervision.The ideal candidate...

  • Senior Financial Planning Expert

    12 hours ago

    Mandaue City, Central Visayas, Philippines beBeeFinancial Full time $90,000 - $120,000

    About the RoleWe are seeking an experienced Senior Financial Planning Specialist to join our Global Finance team. This role is a 100% remote setup and will require you to support U.S. Central Time hours.As a key partner to Finance leaders across major U.S. cities, you'll drive financial performance, champion digital innovation within our finance...

  • Transformational Financial Planning Specialist

    5 hours ago

    Mandaue City, Central Visayas, Philippines beBeeConsultant Full time $90,000 - $112,000

    Business Planning ExpertAt our organization, we value a culture where your ideas are valued and your growth is supported. As a Business Planning Consultant, you'll work in a team or independently to help clients transform their business planning needs with the Adaptive Planning Business Planning Cloud.Key Responsibilities:Providing expertise on the Adaptive...

  • Financial Planning and Analysis Expert

    1 week ago

    Cebu City, Central Visayas, Philippines beBeeFinancial Full time ₱900,000 - ₱1,200,000

    Job Title: Financial Planning and Analysis Expert">About the Role:We are seeking an experienced Financial Planning and Analysis expert to join our team.The successful candidate will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.This is a key role in our organization, requiring strong...

  • Full-Time Financial Planning Specialist

    12 hours ago

    Mandaue City, Central Visayas, Philippines beBeeFinance Full time $40,000 - $80,000

    Financial Services ConsultantThis is a part-time remote role for a financial services consultant. The consultant will be responsible for providing personalized financial planning, guiding clients on retirement planning, managing investments, and offering general financial advisory services. Other tasks include analyzing financial data, developing financial...

  • Expert Financial Planning Professional

    11 hours ago

    Cebu City, Central Visayas, Philippines beBeeFinancialPlanning Full time ₱400,000 - ₱800,000

    Job OverviewWe seek a Financial Planning Expert to play a key role in supporting our advisors and clients.Main ResponsibilitiesMaintain client portfolio alignment with recommended asset allocation.Prepare recommendations for advisors on necessary changes and record advice provided.Develop quarterly and annual client performance reports highlighting...

  • Senior Financial Planning and Analysis Expert

    12 hours ago

    Mandaue City, Central Visayas, Philippines beBeeFinancial Full time ₱800,000 - ₱1,500,000

    We are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team. The Senior FP&A Analyst will play a critical role in driving business growth by providing strategic financial insights and recommendations.Key ResponsibilitiesMaintain and improve financial models to support budgeting, forecasting, and long-term...

  • Financial Planning Specialist

    11 hours ago

    Mandaue City, Central Visayas, Philippines beBeeFinancial Full time ₱516,000 - ₱660,000

    Job Title:Financial Planning SpecialistJob Description:We are seeking a highly skilled Financial Planning Specialist to lead our financial planning, budgeting, and forecasting processes. The successful candidate will have advanced expertise in financial analysis and management.The ideal candidate will have strong knowledge of financial principles, risk...

  • Expert Financial Planning Opportunity

    5 hours ago

    Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱1,000,000 - ₱1,500,000

    Financial Planning Expert Opportunity">Job Description:Our organization is seeking an experienced Financial Planning Expert to provide strategic financial guidance and support to our clients. The ideal candidate will be responsible for developing and implementing comprehensive financial plans that align with client goals.Key Responsibilities:">Conduct...

  • Financial Planning and Analysis Specialist

    7 days ago

    Mandaue City, Central Visayas, Philippines Sandler Group Call Center Services Full time $80,000 - $110,000 per year

    Job Title: Financial Planning & Analysis SpecialistSALARY OFFER : 80K-110K (open for negotiation based on experience , skill set and qualifications)Job Type: Onsite | Full time | Night Shift Schedule- 11pm to 8amDepartment: Financial OperationsReporting To: VP of Financial Operations and HRGeneral SummaryReporting to the VP of Financial Operations and HR....