Senior Financial 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...

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...

Job Description:We are seeking a highly skilled Senior Financial Advisor to join our team at Teamstaff Inc. As a key member of our accounting services team, you will assist our Manager and Team Leaders with financial advisory services for a range of clients.About the Role:This is an exciting opportunity for an experienced accountant to take on a leadership...

Our Vision:Ahnex Builders & Ready Mix Corporation is committed to delivering exceptional results and value to our customers, partners, and stakeholders. We are seeking a highly skilled Executive Financial Advisor to join our team and contribute to our vision.Job Summary:The Executive Financial Advisor will provide strategic financial guidance and support to...

A Financial Advisor with Sun Life Grepa Financial, Inc. is responsible for providing tailored financial advice to clients based on their individual needs and objectives.The ideal candidate should have a Bachelor's Degree/College Graduate and excellent communication skills. A flexible work schedule is also required.About the companySun Life Grepa Financial,...

Job Title: Accounting and Financial AdvisorCompany Overview:Watson Rice Philippines, Inc. is committed to providing expert accounting services to our clients. Our team of advisors works closely with clients to develop personalized financial strategies and achieve their goals.Salary:The salary for this position will depend on experience.Job Description:The...

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,...

Career OverviewThe Corporate Financial Advisor plays a critical role in driving business growth and improving financial performance through effective financial planning and analysis. In this role, you will work closely with cross-functional teams to develop and implement financial strategies that align with organizational objectives. You will also be...

Role Summary:We are seeking an experienced Corporate Financial Advisor to join our finance team at SAN MIGUEL HOLDINGS CORP. In this role, you will be responsible for preparing account schedules and analysis, consolidating financial data, reviewing and analyzing financial statements, and assisting in integrating new subsidiaries into the closing...

About the RoleWe are seeking an experienced Senior Legal Advisor to join our team in Myanmar. As a Senior Legal Advisor, you will play a key role in providing strategic legal advice to the business.You will be responsible for working closely with other departments within the company to educate, implement, promote and enforce group policies such as Code of...

About the OpportunityThis exciting opportunity as a Financial Advisor at PETNET, INC. presents a chance to leverage your expertise in financial markets and analysis to drive business growth. As a key member of our team, you will play a vital role in shaping our financial strategy and informing decision-making.Main Responsibilities:Develop and execute...

We are looking for a skilled Financial Advisor to join our team at Sun Life Grepa Financial, Inc.Your primary responsibility will be to develop and maintain relationships with clients, ensuring that their financial goals are achieved. You should have strong analytical and problem-solving skills, as well as excellent communication and interpersonal...

KMC Solutions is seeking a Chief Financial Advisor to lead our financial management efforts. The ideal candidate will have extensive experience in taxation, financial management, and leadership.Responsibilities:Develop and implement financial plans and strategiesCollaborate with cross-functional teams to ensure financial complianceReview and analyze...

Role DescriptionWe are seeking an experienced professional to join our team as a Personalized Wealth Management Advisor. The successful candidate will have expertise in delivering personalized investment solutions to clients.Key Responsibilities:To offer tailored financial advice to clients, considering their unique needs and objectives.To provide...

About UsSun Life Financial is a global leader in the financial services industry, dedicated to helping our clients achieve their goals and protect their loved ones. Our comprehensive range of products and services includes individual and group life insurance, health insurance, investment products and retirement solutions.We are committed to delivering...

Job Summary:The Senior International Law Advisor will provide legal advice and support to the review, drafting and negotiation of financial contribution-related proposals, agreements and partnerships.About the Role:Provide substantive advice and ad hoc support to donor and partner relationship managers and other stakeholders in relation to fundraising...

JOB DESCRIPTION:*Daily Sales Activities*Daily Prospecting and Approaching*Schedule Client Meetings via online or face-to-face*Conduct Financial Needs Analysis and recommend customized solutions*Completion of requirements for client's insurance applications*Strengthen customer relationships through after-sales servicingPROFESSIONAL DEVELOPMENT:*Complete all...

MANULIFE - Aetos Financial Afthonia is seeking a motivated Financial Advisor to join our team. As a key member of our team, you will play a crucial role in helping us achieve our goals.Key ResponsibilitiesThe successful candidate will be responsible for:Identifying and pursuing potential clients to maintain a strong client base.Offering strategic advice on...

About the positionJob SummaryWe are seeking an experienced Comprehensive Financial Advisor to join our team as a Virtual Investment Consultant. In this role, you will provide expert financial guidance and investment advice to our clients, helping them achieve their long-term financial objectives.Key Responsibilities:Conduct thorough financial needs...

Your Career PathThis part-time Pru Life Investment Advisor role offers a unique opportunity to grow and develop your skills in the financial services industry. With Private Advertiser, you will have the chance to collaborate with a dynamic and collaborative team dedicated to delivering exceptional client service. Apply now to take the first step towards an...