Strategic Financial Consultant

22 hours ago


Caloocan City, National Capital Region, Philippines beBeeFinancialAdvisor Full time ₱600,000 - ₱1,000,000
Job Opportunity

We are seeking a skilled Financial Advisor to join our team.

Job Description:

The successful candidate will be responsible for providing expert financial guidance, creating personalized financial plans, assisting with retirement planning, and managing investments on behalf of clients.

Key Responsibilities:

  • Deliver high-quality financial advice to clients
  • Create customized financial plans tailored to individual client needs
  • Support clients in their retirement planning and investment management endeavors
  • Maintain strong relationships with clients through regular communication

Required Skills and Qualifications:

  • Proven skills in Financial Planning, Finance, and Financial Advisory
  • Experience in Retirement Planning and Investments
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Able to work independently and effectively manage remote tasks

Benefits and Opportunities:

This role offers a unique chance to make a meaningful impact in the lives of clients while developing your skills and expertise in the field of finance. If you are a motivated and dedicated professional looking to take your career to the next level, we encourage you to apply.



  • Caloocan City, National Capital Region, Philippines beBeeFinancial Full time $80,000 - $150,000

    Corporate Financial Solutions ExpertThe Opportunity: Build Your Legacy in Strategic Wealth ManagementWe are seeking a dynamic Senior Financial Advisor to spearhead Corporate Solutions activities.This role offers entrepreneurial freedom and the backing of a leading insurer, focused on crafting bespoke financial solutions for high-value corporate clients.You...


  • Caloocan City, National Capital Region, Philippines beBeeFinancial Full time $101,950 - $143,825

    Empowering Homeowners Through Strategic Financial PlanningThe mission of our finance team is to provide strategic financial support and build a world-class finance function. We aim to drive informed decision-making through data-driven insights and analysis.About the RoleThis senior financial analyst position will partner with various stakeholders to help...


  • Caloocan City, National Capital Region, Philippines beBeeFinancial Full time $90,000 - $120,000

    We are seeking a highly skilled Financial Planning and Analysis professional to lead our financial planning and analysis function.ResponsibilitiesDevelop and implement annual budgeting processes and quarterly forecasting modelsDesign and maintain monthly financial reports with variance analysis against budget/forecastBuild and optimize operating models and...


  • Makati City, National Capital Region, Philippines beBeeStrategic Full time $175,000 - $215,000

    Director of Strategic Consulting ServicesOur team seeks an experienced leader to drive strategic consulting initiatives. As Director of Strategic Consulting Services, you will oversee end-to-end consulting engagements for key clients, analyzing data and developing actionable recommendations.Key Responsibilities:Lead high-profile client projects, ensuring...


  • Caloocan City, National Capital Region, Philippines beBeeFinancialAnalyst Full time ₱7,200,000 - ₱7,800,000

    Seeking a skilled Financial Planning and Analysis Professional to drive strategic decision-making and operational excellence. The ideal candidate will lead critical initiatives across financial planning, business partnership, and process innovation.Key ResponsibilitiesLead financial reporting and analysis for critical business areas, providing actionable...


  • Caloocan City, National Capital Region, Philippines beBeeFinancial Full time ₱2,500,000 - ₱3,500,000

    Senior Financial Planning Specialist Job OverviewThis position plays a pivotal role in driving strategic decision-making and operational excellence across the organization.The successful candidate will lead financial planning and analysis initiatives to inform business strategies and improve financial performance.A key responsibility will be developing and...


  • Caloocan City, National Capital Region, Philippines beBeeFinancial Full time $120,000 - $150,000

    Job DescriptionWe are seeking a Strategic Financial Insights Leader to join our team. This is a 100% remote position that will support the US Central Time zone.In this role, you will be responsible for leading critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational...


  • Caloocan City, National Capital Region, Philippines beBeeFinancialInsights Full time ₱6,000,000 - ₱8,500,000

    Job Description:We are seeking a highly skilled Strategic Financial Insights Lead to join our Global Finance team.This individual will lead critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.Key Responsibilities:Lead financial reporting and analysis across...


  • Caloocan City, National Capital Region, Philippines beBeeLeadership Full time $150,000 - $200,000

    Lead Sustainability StrategistWe are seeking a seasoned professional to spearhead our Southeast Asia advisory services team, driving business growth and market expansion across key markets.Foster strategic partnerships and thought leadership in the industry.Deliver high-value advisory services, managing key client relationships and cultivating revenue growth...


  • Makati City, National Capital Region, Philippines SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.) Full time ₱500,000 - ₱1,000,000 per year

    Meet mandatory sales metrics through the sale of quality businesses and support the company's mission to provide financial planning to the public. Maintain professionalism and abide by the policies set by the company and its regulators, including interactions with bank partners and clients.Responsibilities:Undertake financial planning interviews Analyze,...