Senior Financial Advisor
3 days ago
Empower seeks a motivated Retirement Consultant to join our team. As a key member of our organization, you will be responsible for delivering personalized consultations to customers, utilizing your knowledge of IRAs and investment products to provide tailored solutions.
In this role, you will work closely with customers to understand their retirement goals and develop strategies to achieve them. Your exceptional communication skills, attention to detail, and ability to work in a fast-paced environment make you an ideal candidate for this position.
- Develop and maintain strong relationships with customers through exceptional service delivery.
- Provide accurate and timely information on company policies and procedures.
- Assist customers in making informed decisions about their retirement plans, including distribution and rollover options.
- Collaborate with internal stakeholders to develop and implement strategies to achieve customer retirement goals.
- Analyze customer data to identify trends and areas for improvement.
- Develop and maintain knowledge of industry trends, regulations, and best practices.
- Stay up-to-date on company products and services to effectively communicate benefits to customers.
- Contribute to a positive and inclusive work environment by modeling Empower's values and behaviors.
- Participate in ongoing training and professional development to enhance job performance and career growth.
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Insurance Financial Advisor
3 days ago
Taguig, National Capital Region, Philippines FWD - Annapurna Branch Full timeAbout the RoleWe are looking for an experienced Insurance Financial Advisor to help our clients make informed decisions about their financial futures. In this role, you will analyze personal financial data and create personalized plans to help clients achieve their financial objectives.
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Financial Services Advisor
4 days ago
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Financial Advisor
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Finance Strategic Advisor
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Senior Tax Advisor Philippines Job
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Senior Technical Solutions Advisor
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Senior Architecture Advisor
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Accounting and Tax Advisor
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Financial Manager
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Taguig, National Capital Region, Philippines MA Financial Group Full timeJob OverviewWe are seeking a highly experienced Management Accountant to join our Property Accounting team at MA Financial Group.The successful candidate will be responsible for managing the accounting and reporting requirements of each asset, with the objective of optimizing accuracy and quality. They will communicate information and insights to...
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Compliance and Governance Advisor
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Taguig, National Capital Region, Philippines AIA Hong Kong and Macau Full timeAIA Hong Kong and Macau is looking for a Compliance and Governance Advisor to join our team. As an Audit Consultant, you will be responsible for ensuring that our internal controls and governance practices align with regulatory requirements and best practices.ResponsibilitiesEvaluate and assess internal controls and governance practices across various...
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Global Trade Advisor
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Taguig, National Capital Region, Philippines Dell GmbH Full timeSenior Trade Compliance AdvisorThis role offers the opportunity to make a significant impact on Dell's future policies on managing trade compliance at a country, regional, and global level.Key ActivitiesCollaborate with cross-functional teams to develop and implement trade compliance strategies.Analyze and interpret complex trade compliance regulations and...
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Senior Investment Advisor
5 days ago
Taguig, National Capital Region, Philippines Empower Full timeAbout the Role:The Senior Investment Advisor position at Empower offers a unique opportunity for an experienced professional to leverage their expertise in delivering personalized consultations detailing solutions best suited to the retirement planning needs of customers.Key Responsibilities:Customer Engagement: Cultivate relationships with customers by...
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Financial Advisor
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Retirement Solutions Advisor
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Taguig, National Capital Region, Philippines Empower Full timeAbout the RoleThis Retirement Solutions Advisor position is perfect for individuals passionate about helping others achieve their long-term financial goals.You will work closely with customers to understand their unique needs and preferences, providing tailored guidance and support to ensure they make informed decisions about their retirement planning.Key...
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Taguig, National Capital Region, Philippines Sutherland Full timeSutherland Global Services is a global business transformation company that offers integrated back-office and customer service support services. As a Senior Advisor for Back-Office Support Services, you will be part of our team that delivers innovative solutions to businesses worldwide.The company has its head office in Rochester, New York, and operates...
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Business Finance and Strategy Advisor
4 days ago
Taguig, National Capital Region, Philippines KMC Full timeBusiness Strategy and Finance AdvisorKMC Taguig, National Capital Region, PhilippinesJob Role:Provide strategic guidance on business development and growth.Develop and implement financial plans to achieve business objectives.Collaborate with cross-functional teams to drive business success.Prepare and present financial reports to stakeholders.Identify areas...
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Solutions Advisor for Financial Institutions
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Taguig, National Capital Region, Philippines Santaisabel Full timeAbout the RoleThis position offers an exciting opportunity to join our dynamic Client Solutions team as a Solutions Advisor. As a key member of our team, you will be responsible for delivering exceptional client support, developing custom solutions, and driving business growth.We are looking for a talented and results-driven individual with a passion for...
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Financial Advisor
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Taguig, National Capital Region, Philippines GLOBAL ONE LIFE INSURANCE AGENCY Full timePosition: Life Insurance Broker/AgentEmployment Type: Full-time / Part-time / Commission-BasedAbout the Role:As a Life Insurance Broker/Agent, you will be responsible for helping clients secure their financial future by offering tailored life insurance solutions. You will assess their needs, provide expert advice, and guide them in choosing the best policies...
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Senior Financial Leader
3 days ago
Taguig, National Capital Region, Philippines SN Aboitiz Power Group Full timeRole OverviewThe Senior Manager role at S N Aboitiz Power Group is a critical position that supports the company's financial goals by overseeing financial modeling, planning, and budgeting for strategic projects. This includes developing and implementing financial models and analyses, building budgets and forecasts, and providing financial advisory services...
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Senior Enterprise Architecture Advisor
4 days ago
Taguig, National Capital Region, Philippines SAP Full timeAbout UsSAP innovations help organizations work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and...