
Executive Senior Financial Planner
24 hours ago
Objective:
- Support the financial planning team by monitoring client investment portfolios to ensure alignment with recommended asset allocation.
Key Responsibilities:
- Provide recommendations for changes to advisers and record advice.
- Produce quarterly/annual client performance reports.
- Develop strategic investment plans for SMSFs.
- Liaise with product providers and investment platforms.
- Update and maintain client work-in-progress logs/CRM tools.
- Reconcile fees and commissions.
- Offer administration support to clients.
What We Offer:
- A competitive remuneration package.
- Annual appraisals.
- Opportunities for career growth and professional development.
- Remote work setup (WFH).
- Medical, dental coverage, and life insurance from day one of employment.
- Ongoing training and support for professional certifications and skill enhancements.
- Mandatory government benefits.
- Paid vacation and sick leave.
-
Financial Planner Opportunity
1 day ago
Cabuyao, Calabarzon, Philippines beBeeWealth Full time ₱400,000 - ₱800,000Financial Wealth Planner RoleThis is a dynamic opportunity for individuals to excel as Financial Wealth Planners. The role involves lead generation, prospecting clients, creating life insurance proposals, and delivering personalized insurance and investment solutions to help clients achieve their long-term financial goals.We offer flexible work arrangements,...
-
Senior Financial Planner
1 day ago
Cabuyao, Calabarzon, Philippines beBeeFinancial Full time $105,000 - $138,000Job OpportunityWe seek an experienced Financial Planning and Analysis professional to support strategic decision-making, drive financial performance, and champion digital innovation within the finance organization.About the RoleThis key position partners with Finance leaders across major U.S. cities, influencing business outcomes, driving operational...
-
Sr Materials Planner
1 week ago
Cabuyao, Calabarzon, Philippines First Sumiden Circuits Inc. Full timeOverviewJoin to apply for the Sr Materials Planner role at First Sumiden Circuits Inc.QualificationsCandidate must possess at least Bachelor's degree, Engineering (Industrial), Business Studies, Administration/Management or equivalentWith minimum 5 years of working experience as a Material PlannerKnowledge in Material Ordering, Forecasting, Delivery and...
-
Strategic Financial Planner
1 day ago
Cabuyao, Calabarzon, Philippines beBeeFinance Full time $7,200 - $7,800Job SummaryWe are seeking a highly skilled Senior Financial Planning Analyst to join our finance team. As a key partner to Finance leaders, you will influence strategic decision-making, drive financial performance, and champion digital innovation within our finance organization.The ideal candidate will have substantial experience in FP&A or financial...
-
Expert Financial Strategist Wanted
1 day ago
Cabuyao, Calabarzon, Philippines beBeeWealth Full time ₱200,000 - ₱300,000Financial Wealth Planner RoleWe are seeking experienced professionals to develop and implement personalized insurance and investment strategies for clients.
-
Executive Financial Analyst
1 day ago
Cabuyao, Calabarzon, Philippines beBeeAccountant Full time $80,000 - $125,000Senior Accounting ProfessionalThe role of the Senior Accountant is pivotal in preparing and delivering high-quality financial reports, bank reconciliations, and conducting cyclical audits. To excel in this position, one must possess excellent interpersonal skills and sound business acumen to effectively manage a team.Key Responsibilities:Create ad-hoc...
-
Executive Financial Assistant
1 day ago
Cabuyao, Calabarzon, Philippines beBeeAccountant Full time $60,000 - $90,000Financial Leadership RoleWe are seeking a highly skilled CFO Assistant with expertise in accounting, finance, and executive support.This role involves managing financial reports, bookkeeping, reconciliation, and administrative tasks. The ideal candidate must possess strong proficiency in Excel for financial analysis, be experienced with NetSuite, and be...
-
Financial Planning Professional Wanted
1 day ago
Cabuyao, Calabarzon, Philippines beBeeParaplanner Full time ₱45,000 - ₱60,000Paraplanning OpportunityWe are seeking a detail-oriented and highly skilled professional to support our financial planning team in preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs) that meet compliance requirements.Prepare Statements of Advice and Records of Advice in line with regulatory guidelines.Conduct product comparisons...
-
Paraplanning Specialist
1 day ago
Cabuyao, Calabarzon, Philippines beBeeParaplanner Full time A$1,800 - A$2,600Job Role: ParaplannerThis is a dynamic and autonomous role requiring meticulous attention to detail.The successful candidate will be responsible for supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.Key Responsibilities:Prepare comprehensive Statements of Advice (SOAs) and Records of...
-
Strategic Financial Planner
1 day ago
Cabuyao, Calabarzon, Philippines beBeeFinancialAnalyst Full time $90,000 - $140,000Financial Planning Analyst RoleJoin a team that combines visionary thinking with cutting-edge technology to address the world's most pressing challenges. Our purpose is to create a more connected and sustainable world, delivering critical solutions across cities, environments, manufacturing, and beyond.As a key partner to Finance leaders across major U.S....