Financial Regulatory Advisor

Responsibilities:Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are...

Manila, National Capital Region, PhilippinesCompany: Prulife UKGeneral Associate Unit ManagerI'm looking for someone who is interested to become a Financial Advisor with a 10-15K weekly income for part-time work.Role DescriptionThis is a part-time hybrid role for a Financial Advisor at Prulife UK. The role is located in Manila but allows for some work from...

2 days ago Be among the first 25 applicantsDirect message the job poster from 153 Life Insurance AgencyWealth Management Consultant at Prulife UKCompany DescriptionPru Life UK, with 26 years of operations in the Philippines, is a leading life insurance company committed to providing accessible and affordable health and wealth protection solutions to...

In this exciting role as a Paraplanner at Satellite Office, you will have the opportunity to work in a dynamic and growing financial advisory environment. Your key responsibilities will include:Assisting financial advisors with meeting preparation, documentation, and follow-upsSupporting new business development, including preparing marketing materials and...

Job DescriptionThe Asset Management Advisor will be responsible for executing buy and sell orders for stocks and other securities on behalf of institutional clients. This role requires a strong understanding of financial markets and the ability to analyze complex data.Analyze and report on trade execution performance, providing clients with insights into...

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

2 days ago Be among the first 25 applicantsDirect message the job poster from Sun Life PhilippinesMulti-Awarded Licensed Financial Advisor & Unit Manager | Former Social Media SpecialistThe Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be...

Mission StatementAt Millennial Financial Advisors, our mission is to protect and enhance our clients' financial well-being. We strive to build lasting relationships based on trust, integrity, and exceptional service.About the JobWe are seeking a highly skilled Financial Wealth Planner to join our team on a Part-time/ Full-Time basis. The successful candidate...

Company DescriptionSun Life is a global financial services company offering a wide range of insurance, retirement, and investment products and services. In the Philippines, Sun Life provides diverse insurance, wealth, and asset management solutions to help every Filipino lead a brighter life. They are the country's first and longest-standing life insurer,...

We are seeking a detail-oriented and analytical individual to join our finance team as a Treasury Analyst.The ideal candidate will play a crucial role in managing payroll processes, financial reporting, and system enhancements in distribution systems.Key Responsibilities:Assist in administering payroll and benefits for advisors, ensuring accuracy and...

Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from AIA PhilippinesI help Gen Zs to have a career in financial industry without working experienceCompany Description:At AIA Philippines, we are part of the largest independent publicly listed pan-Asian life insurance group. Our...

Join Sun Life Grepa Financial, Inc. as a Investment Advisor and play a vital role in helping clients achieve their financial goals.Key Accountabilities:Develop and implement investment strategies that meet clients' unique needs and objectives.Provide ongoing monitoring and adjustments to ensure clients' investments remain aligned with their goals.Maintain...

The Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be responsible for providing financial guidance to clients and helping them make informed decisions to achieve their financial goals. Additionally, this role requires building and maintaining...

Manila, National Capital Region, PhilippinesSun Life of Canada (Philippines), Inc.1 day ago Be among the first 25 applicantsMulti-awarded and Top General Unit ManagerThe Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be responsible for providing...

Role: Bancassurance Financial AdvisorThe position entails finding new clients as well as offering other products to an existing customer base. Aside from customer service, the Financial Advisor is expected to handle the reporting, planning, and administration of the plans purchased by the client.ResponsibilitiesEstablishes, maintains, and grows relationships...

As a Regulatory Compliance Lead at Principal Financial Group, you'll be responsible for ensuring that our operations are in line with FINRA and state/federal regulations. You'll apply your knowledge of operations and broker-dealer supervision to make informed decisions.Key Qualifications:FINRA Series 7 and Series 24 licenses required; Series 66 an...

About the roleAs a Manulife Financial Advisor, you will have the opportunity to help individuals and families achieve their financial goals. This part-time position offers a flexible schedule and the chance to build a rewarding career in the financial services industry. Based in Metro Manila or anywhere in the Philippines, you will work closely with the...

Job Overview: We are looking for a highly skilled and experienced Financial Advisor to join our team at MANULIFE - Aetos Financial Afthonia.Key Accountabilities:Develop and implement effective sales strategies to acquire new clients and maintain existing relationshipsProvide expert advice on various financial products and services to meet client...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.ResponsibilitiesOffer tailored financial advice to clients, taking into consideration their individual needs and...

Sun Life Financial, a global financial services company based in Canada, offers a diverse range of insurance, retirement, and investment products and services. Sun Life in the Philippines provides insurance, wealth, and asset management solutions to help Filipinos achieve a brighter life. As the country's first and longest-standing life insurer, we offer...