Remote Financial Planning Advisor
16 hours ago
We're looking for a highly skilled Remote Financial Planning Advisor to join our team at Team Giz - Financial Consultants. As a Virtual Financial Solutions Expert, you'll work with clients to understand their financial needs and develop tailored solutions to meet those needs.
Your key responsibilities will include conducting virtual consultations to understand clients' financial needs and objectives, recommending suitable financial products, such as insurance, investments, and savings plans, and educating clients on financial planning strategies, including risk management, wealth accumulation, and retirement planning.
In addition, you'll use digital tools and platforms to manage client information and track progress, and meet individual and team sales targets and performance goals.
Your Key Responsibilities:
- Conduct virtual consultations to understand clients' financial needs and objectives.
- Develop and recommend personalized financial solutions to meet clients' needs.
- Educate clients on financial planning strategies, including risk management, wealth accumulation, and retirement planning.
- Use digital tools and platforms to manage client information and track progress.
- Meet individual and team sales targets and performance goals.
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Financial Consultant Specialist
24 hours ago
Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part timeAt Team Giz - Financial Consultants, we're looking for a highly motivated and goal-oriented Financial Consultant Specialist to join our team. As a Virtual Financial Solutions Expert, you'll provide financial advice and solutions tailored to clients' needs, helping them achieve their financial goals.The role involves providing virtual consultations to...
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Financial Advisor
3 weeks ago
Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full timeHybrid - Makati 1-3 Yrs Exp Bachelor Part-timeJob DescriptionDescriptionAs a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client's unique financial goals and tailor strategies to help them...
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Wealth Management Advisor
7 days ago
Makati City, National Capital Region, Philippines Manulife Financial Full timeCareer OpportunitiesThe Wealth Management Advisor role at Manulife Financial offers a unique opportunity for a driven and results-oriented individual to succeed in bancassurance sales and customer service. As a Wealth Management Advisor, you will be responsible for building long-term relationships with clients by delivering exceptional customer service. You...
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Part-time Financial Advisor
2 weeks ago
Makati City, National Capital Region, Philippines Wolf Summit Life Insurance Agency Part timePosition: Part-time Financial Advisor / Insurance AgentLocation: Makati, Metro ManilaCompany: Wolf Summit Life Insurance Agency - Pru Life UKKey Responsibilities:Client Financial Assessment & PlanningIdentify client financial goals and provide customized insurance and investment solutionsEducate clients on financial literacy, wealth management, and risk...
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Financial Advisor
1 day ago
Quezon City, National Capital Region, Philippines Manulife Philippines Full timeBasically, the job is to find people who will purchase insurance and profit from it. The benefit of this job is that you can earn a limitless amount of money, the sky's the limit. In addition, you will receive a license, establishing you as a credible salesperson. You will also be eligible to a 40% commission rate on all policy plans. You will receive free...
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Financial Advisor
1 week ago
Mandaluyong City, National Capital Region, Philippines Titanium 2 Life Insurance Agency Inc Part timeDid you know that a career as a Financial Advisor is ranked as the top choice among the 10 Best-Paying Jobs for Millennials and Gen Z? If you're curious about stepping into this rewarding role, I have exciting news We are part of the fast growing team of Financial Advisors with more than 1000 members and currently expanding our team Are you ready to embark...
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Financial Services Manager
1 day ago
Makati City, National Capital Region, Philippines Ninja Van PH Full timeThis is a unique opportunity to join a dynamic organization as an Agency Unit Head. You will be responsible for leading and mentoring a team of financial advisors, guiding them to help Filipinos achieve financial security. This is a full-time hybrid position offering flexibility between in-office and remote work.Main Responsibilities:Recruit, lead, and...
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Risk Management Advisor
6 days ago
Makati City, National Capital Region, Philippines ACE Summit Life Insurance Agency Full timeWe are seeking a highly motivated and results-driven Financial Advisor to join our team at ACE Summit Life Insurance Agency in Makati, National Capital Region. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice on financial planning and risk management strategies.Key...
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Financial Planning Director
1 day ago
Makati City, National Capital Region, Philippines Michael Page Full timeAbout the RoleWe are seeking a seasoned Head of Finance to join our team in Makati City, Philippines.As the Head of Finance, you will be responsible for leading the financial operations of the organization.You will contribute to strategic financial planning and decision-making at the executive level.You will ensure compliance with financial regulations and...
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Corporate Financial Advisor
7 days ago
Makati City, National Capital Region, Philippines Intellect Full timeCome and join Intellect as a Corporate Financial Advisor, where you'll lead and deliver personalized financial coaching services to our clients. In this role, you'll have the opportunity to make a meaningful impact on our clients' financial well-being.As a key member of our team, you'll oversee the Financial Coaching Pillar, ensuring high standards of care...
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International Financial Advisor
18 hours ago
Quezon City, National Capital Region, Philippines Compassion International, Inc. Full timeInternational Financial Advisor PositionThe International Financial Advisor will play a crucial role in supporting Compassion International's financial operations, ensuring accuracy, efficiency, and compliance with internal policies, GAAP standards, and other regulatory requirements. Key responsibilities include managing bank reconciliations, processing...
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Senior Manager of Strategic Recruitment
7 days ago
Makati City, National Capital Region, Philippines Manulife Financial Full timeSenior Recruitment ManagerThe Senior Recruitment Manager will lead the recruitment efforts for our agency channel, focusing on attracting and onboarding top-performing financial advisors and experienced agency leaders. This involves developing and executing strategic plans to increase the recruitment funnel and improve conversion rates.Key...
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Head of Agency Development
7 days ago
Makati City, National Capital Region, Philippines Manulife Financial Full timeAgency Development HeadThe Agency Development Head will be responsible for driving the growth of our agency channel by attracting and onboarding top-performing financial advisors and experienced agency leaders. This involves developing and executing strategic plans to increase the recruitment funnel and improve conversion rates.Key ResponsibilitiesDevelop...
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Chief Growth Officer
7 days ago
Makati City, National Capital Region, Philippines Manulife Financial Full timeJob OverviewThe role of the Chief Growth Officer is to drive the expansion of our agency channel by identifying and attracting top-performing financial advisors and experienced agency leaders. This will involve developing and executing strategic plans to increase the recruitment funnel and improve conversion rates.Key ResponsibilitiesDevelop and implement...
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Senior Financial Advisor
1 day ago
Makati City, National Capital Region, Philippines Cobden & Carter International Full timeJob OverviewCobden & Carter International is seeking an experienced Senior Financial Advisor to join our team. As a key member of our accounting advisory group, you will play a crucial role in providing expert financial guidance to our clients.About the RoleWe are looking for a highly skilled and motivated individual with a strong background in accounting...
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Mandaluyong City, National Capital Region, Philippines ABSI Full timeJob DescriptionThe Financial Planning and Analysis Expert will be responsible for providing timely, reliable, and relevant financial information to management and stakeholders. He/She will also be the finance business partner to other functions, responsible for providing financial assessment and support in their various projects and initiatives. Key skills...
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Senior Advisor, Business Development
1 day ago
Makati City, National Capital Region, Philippines TransUnion Full timeTransUnion is a leader in the Financial Services sector, providing innovative solutions to its customers. We are seeking a highly skilled Senior Advisor, Strategy to join our team in the Philippines. The ideal candidate will have a strong background in strategy consulting and experience in a senior role within top-tier companies.The Senior Advisor, Strategy...
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Director of Corporate Planning
1 day ago
Makati City, National Capital Region, Philippines TransUnion Full timeWe are seeking a Senior Advisor, Strategy to lead all aspects of strategy, planning, and execution support within the TransUnion Philippines business. The ideal candidate will have a strong background in strategy consulting and experience in a senior role within top-tier companies.The Senior Advisor, Strategy will be responsible for developing strategic...
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Manulife Team Member
7 days ago
Makati City, National Capital Region, Philippines Manulife Philippines Full timeJoin us at Manulife Philippines, where we are committed to helping our customers achieve their financial goals. As a Financial Advisor, you will have the opportunity to build a successful career in a dynamic and growing industry.About Our TeamOur team of experts is dedicated to delivering exceptional service and building long-term relationships with our...
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Financial Planning
2 weeks ago
Makati City, National Capital Region, Philippines Its Time For Tims Coffee Full timeThe Financial Planning and Analysis Manager (FP&A Manager) shall beresponsible for overall business planning and FP&A. The role will report directly to the CFO, indirectly to the CEO, and will be assisted by FP&A Analyst.Specific Responsibilities1. Formulate mid-term plan and annual budget2.Consolidate and analyze financial and operational results and work...