Financial Planning Expert

6 days ago


Cebu City, Central Visayas, Philippines Allianz PNB Life Full time

Established in the Philippines, Allianz PNB Life stands out as a prominent life insurer, offering a comprehensive range of Variable Life products and protection solutions.

Role Overview

This is a full-time on-site Financial Advisor position based in Cebu. The ideal candidate will be responsible for providing day-to-day financial planning, retirement planning, investment advice, and financial advisory services to clients.

Key Qualifications
  • Expertise in Financial Planning and Finance
  • Strong background in Retirement Planning and Investments
  • Proven knowledge in Financial Advisory
  • Certification or licensure in financial planning or related field
  • Excellent analytical and numerical skills
  • Strong interpersonal and communication skills
Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Insurance



  • Lapu-Lapu City, Central Visayas, Philippines Sun Life Grepa Financial, Inc. Full time

    Sun Life Grepa Financial, Inc. is a dynamic organization that offers unparalleled opportunities for exceptional talents.We are seeking a skilled Financial Planning Expert who will conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.This role requires delivering exceptional...


  • Cebu City, Central Visayas, Philippines Koruna Assist Pty Ltd Full time

    About Koruna Assist Pty LtdWe are a dynamic organization dedicated to delivering exceptional financial planning services. Our team is committed to helping Australian businesses achieve their goals through expert advice and support.


  • Cebu City, Central Visayas, Philippines Aleph Talent Solutions Corporation Full time

    We are looking for a Financial Planning Manager to join our team at Aleph Talent Solutions Corporation. As a key member of our Finance and Accounting Department, this individual will play a critical role in managing our day-to-day financial activities.The Financial Planning Manager will be responsible for developing and maintaining financial plans, budgets,...


  • Cebu City, Central Visayas, Philippines TASQ Staffing Solutions Full time

    **About the Role**We are seeking an experienced workforce planning expert to join our team at TASQ Staffing Solutions. In this role, you will be responsible for developing and implementing effective workforce management strategies.The ideal candidate will have a strong background in workforce planning, scheduling, and performance metrics. They will also have...


  • Cebu City, Central Visayas, Philippines Aleph Talent Solutions Corporation Full time

    Job SummaryWe are seeking a highly motivated and experienced Merchandise and Inventory Planning Expert to join our team at Aleph Talent Solutions Corporation.In this role, you will be responsible for identifying trends and factors that could impact demand and supply, as well as analyzing root causes for inventory-related issues.Your primary responsibilities...

  • Taxation Expert

    5 days ago


    Cebu City, Central Visayas, Philippines Financial Fanatics Full time

    Job Description:We are seeking a highly skilled Tax Accountant to join our team at Financial Fanatics.The ideal candidate will have extensive experience in taxation, accounting, and financial analysis, with a strong background in Australian taxation.The successful applicant will be responsible for preparing annual accounts, BAS preparations and lodgement,...


  • Cebu City, Central Visayas, Philippines Allianz PNB Life Full time

    Allianz PNB Life is a leading life insurer in the Philippines, offering a diverse range of life insurance products and protection solutions. As a Financial Advisor, you will play a critical role in helping our clients achieve their long-term financial goals.About the RoleThis is a full-time on-site position located in Cebu. The successful candidate will be...

  • Financial Examiner

    7 days ago


    Cebu City, Central Visayas, Philippines TOA Global Full time

    Unlock Your Potential with TOA GlobalWe believe that empowering individuals is key to driving growth and innovation.Our global presence enables us to support our clients in the accounting industry, fostering a culture of continuous learning and improvement.Role of Staff AuditorThe Staff Auditor will:Lead audits, manage all stages from planning to...


  • Cebu City, Central Visayas, Philippines Allianz PNB Life Full time

    At Allianz PNB Life, we offer a dynamic and challenging career path for talented individuals to excel in the field of financial services. Our company is one of the major life insurers in the Philippines, providing a comprehensive range of Variable Life products and life protection offerings.Role OverviewThis role involves providing financial planning,...


  • Cebu City, Central Visayas, Philippines NO.1 INSURANCE COMPANY Full time

    We are looking for an Investment Solutions Expert to help our clients achieve their financial objectives.The successful candidate will have expertise in creating financial plans and cross-checking work to ensure complete accuracy of information.Main duties include:Delivering personalized investment solutions to clientsCollaborating with investment...


  • Cebu City, Central Visayas, Philippines Insular Life Assurance Co., Ltd. Full time

    Company OverviewInsular Life Assurance Co., Ltd. is a leading life insurance company in the Philippines, with over 113 years of experience in providing financial solutions to its customers.The company remains committed to its mission of helping Filipinos prepare for the future and live a better life through its various financial products and services.


  • Cebu City, Central Visayas, Philippines Allianz PNB Life Full time

    Join our team as a Financial Advisor and take advantage of a challenging and rewarding career path in the field of financial services. With a strong focus on client satisfaction and business growth, we are seeking talented individuals who share our vision and values.About the RoleThis is a full-time on-site position located in Cebu, where you will be...


  • Cebu City, Central Visayas, Philippines Smartsourcing Full time

    About SmartsourcingWe are an award-winning workplace where precision meets innovation, and expertise truly matters. We're changing the game for businesses and professionals alike by creating workplaces where people thrive.Our team is dedicated to delivering exceptional results, and we're looking for a highly skilled Financial Reconciliation Expert to join...


  • Angeles City, Central Luzon, Philippines Manila Recruitment Full time

    **Company Overview**We are a group of companies with a strong presence in the Philippines, committed to delivering exceptional services to our clients.**Job Description**The FP&A will play a crucial role in leading the financial forecasting, budgeting process, and operational analysis within the organization. This position involves providing key financial...


  • Cebu City, Central Visayas, Philippines Lexmark Research & Development Corporation Full time

    We are seeking a Budget Planning Specialist to join our dynamic team at Lexmark Research & Development Corporation. This role plays a crucial part in developing strategic plans and annual budgets for the MPS/CSS division. The successful candidate will have strong analytical skills, excellent communication abilities, and experience in financial reporting and...


  • Cebu City, Central Visayas, Philippines IBM Full time

    Job ResponsibilitiesAs a Workday Finance Planning Consultant at IBM, you will serve as a client-facing practitioner. You will sell, lead, and implement expert services utilizing IBM's offerings and technologies. A successful consultant is regarded by clients as a trusted business advisor who collaborates to provide innovative solutions to solve complex...


  • Cebu City, Central Visayas, Philippines Lear Automotive Services (Netherlands) B.V. - Philippine Branch Full time

    Lear Corporation is a global automotive technology leader in Seating and E-Systems. We enable superior in-vehicle experiences for consumers around the world.We are looking for a highly skilled Senior Financial Analyst to join our team. In this role, you will be responsible for launching cost and LTA tracking, headcount analysis, E&O reporting, MFE analysis,...


  • Cebu City, Central Visayas, Philippines Qraft Cabinet Solutions Inc. Full time

    Job Title: Furniture DesignerDescription: We are seeking a highly skilled Furniture Designer to join our team at Qraft Cabinet Solutions Inc. In this role, you will work closely with clients to create bespoke furniture solutions that exceed their expectations.Responsibilities:Collaborate with clients to discuss their style preferences, scope of project, and...


  • Bacolod City, Western Visayas, Philippines AXA Philippines - Life & Non-life Insurance Full time

    At AXA Philippines - Life & Non-life Insurance, we are committed to providing our clients with comprehensive financial solutions. As a Financial Advisor, you will play a key role in helping individuals and businesses achieve their financial goals.The ideal candidate will have expertise in financial planning, retirement planning, and investment advice. You...


  • Cebu City, Central Visayas, Philippines Allianz PNB Life Full time

    Are you passionate about delivering exceptional client experiences and driving business growth? Do you have a strong background in finance and excellent communication skills? If so, this could be the ideal opportunity for you to join our team as a Financial Advisor.About the PositionThis is an exciting chance to work for a leading life insurer in the...