Financial Advisor

12 hours ago

Manila, National Capital Region, Philippines Aurora Paradigm Financial Advisors Full time ₱80,000 - ₱120,000 per year

Company Description

Aurora Paradigm Financial Advisors is dedicated to empowering leaders and protecting Filipino families through comprehensive financial services. Our team is composed of professionals and partners from diverse fields such as banking, tax compliance, pharmaceuticals, medical representation, and law, bringing together a broad range of expertise to better serve our clients.

With a focus on building a legacy of leadership, the organization is committed to preserving dreams and securing the futures of the families it serves. Guided by the core values of Humility, Openness, Inclusivity, Integrity, Excellence, and Commitment, the company strives to create a meaningful impact across generations.

Aurora Paradigm Financial Advisors helps families establish strong financial foundations and enduring legacies while fostering growth, leadership, and purpose within its team.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Metro Manila or nearby areas, with flexibility for partial work-from-home arrangements.

The Financial Advisor will provide personalized financial guidance to clients, including financial planning, retirement planning, and investment management. Key responsibilities include assessing client needs, developing customized financial strategies, monitoring and adjusting plans as needed, and staying updated on market and industry trends.

The role also involves building strong, trust-based relationships with clients to help them achieve financial security and long-term goals.

Qualifications

  • Strong sales and client relationship skills
  • At least college level education; a bachelor's degree in Finance, Business, Economics, Accounting, or a related field is an advantage
  • Experience in insurance, banking, sales, or customer relations is preferred
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) and digital communication tools (e.g., Zoom, Google Workspace, Canva, CRM systems)
  • Growth mindset and openness to continuous learning through training and coaching
  • Excellent communication and interpersonal skills for building lasting client relationships
  • Passion for helping clients achieve financial security and long-term goals

  • Financial Advisor

    13 hours ago

    Manila, National Capital Region, Philippines Insular Life Assurance Co., Ltd. Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionInLife, or Insular Life Assurance Co., Ltd., is the first and largest Filipino life insurance company. With 114 years of uninterrupted service, it remains the only mutual company in the Philippines. InLife is dedicated to helping Filipinos prepare for the future and live fulfilling lives under their #ALifetimeForGood campaign.Role...

  • Financial Advisor

    2 weeks ago

    Manila, National Capital Region, Philippines TalentUS Inc. Full time ₱600,000 - ₱1,200,000 per year

    We're Hiring:Bancassurance Financial AdvisorsClient:EastWest Ageas InsuranceLocation:National Capital Region(Assigned EastWest Bank Branches)Schedule:Full-Time |Dayshift|Weekends OffWork Setup:Onsite Why Join EastWest Ageas InsuranceUnlimited earning potential— commissions, incentives & bonusesFixed dayshift schedule— enjoy your evenings &...

  • Financial Advisor

    1 week ago

    Manila, National Capital Region, Philippines EastWest Ageas Insurance Full time ₱180,000 - ₱240,000 per year

    Financial Advisor in anEastwest Bank| 20K Base Salary + following Incentives:Store Locations:Makati, Paranaque, Muntinlupa, Pasig, Manila, Quezon City, Caloocan, Tarlac City, Pampanga, Isabela, Nueva Vizcaya, Benguet, Laguna, Batangas, Cebu, Iloilo, Bacolod, TaclobanEarn as much as P15,000.00 monthly position incentiveEarn as much as P18,000.00 monthly by...

  • Financial Advisor

    1 week ago

    Manila, National Capital Region, Philippines Eastwest Ageas Insurance Full time ₱20,000 - ₱35,000 per year

    Financial Advisor in Eastwest Bank - 999 Mall, Blumentritt, Juan Luna-Pritil | 20K Base Salary + following Incentives:Earn as much as P15,000.00 monthly position incentiveEarn as much as P18,000.00 monthly by performing your qualified bestUnlimited earning potential from sales commissions and bonusesAre you passionate about helping fellow Filipinos reach...

  • Financial Advisor

    2 days ago

    Manila, National Capital Region, Philippines Nezda Technologies, Inc. Full time ₱600,000 - ₱1,200,000 per year

    Looking to build a career in the financial services industry? Join our team as a Bancassurance Financial Advisor and start your journey in one of the fastest-growing sectors todayWork Location (Onsite): Manila, Quezon City, Pasig, Taguig, Makati and Parañaque,Schedule: Monday to Friday | 8am-5pmWhat We Offer:Competitive pay with high earning potential...

  • Bancassurance Financial Advisor

    2 weeks ago

    Manila, National Capital Region, Philippines TalentUs Inc. Full time ₱240,000 - ₱1,200,000 per year

    We're Hiring: Bancassurance Financial AdvisorsClient: EastWest Ageas InsuranceLocation: National Capital Region (Assigned EastWest Bank Branches)Schedule: Full-Time | Dayshift | Weekends OffWork Setup: OnsiteIncome Potential: Up to ₱50K–₱100K/month (Performance-Based)Why Join EastWest Ageas InsuranceUnlimited earning potential — commissions,...

  • hiringpart-timers or fulltimers financial advisor

    1 week ago

    Manila, National Capital Region, Philippines Norilyn B. Detecio - Insurance Agent Full time ₱600,000 - ₱1,200,000 per year

    As a Financial Advisor, you will act as an ambassador of Pru Life UK to the clients by helping them understand their financial needs.Qualifications:At least a Bachelor's Degree graduate. Fresh graduates are strongly encouraged to apply.Preferably residing in Metro Manila and nearby ProvincesHas strong analytical and problem-solving skills as well as internal...

  • Employee Financial Empowerment Advisor

    1 week ago

    Manila, National Capital Region, Philippines Gandang Kalikasan, Inc. Full time ₱80,000 - ₱120,000 per year

    Human Nature is a Christian company that seeks to effectively shepherd and support our employees towards fullness of life. This means far more than just enabling them to do well at their work, since many people fall into financial bondage through high interest loans or simply poor financial planning, regardless of their salary level. Jesus came to set the...

  • Financial Advisor

    1 week ago

    Manila, National Capital Region, Philippines People Matter PH Full time ₱1,200,000 - ₱2,400,000 per year

    In this role, you'll work within bank branches to offer tailored insurance and investment products to clients. Your role includes building relationships with bank staff and customers, understanding their financial needs, and achieving sales targets.Key Responsibilities:Promote and sell life insurance and investment products.Build relationships with bank...

  • Insurance Advisor

    6 days ago

    Manila, National Capital Region, Philippines Cyrene Insurance Agency Full time ₱600,000 - ₱1,200,000 per year

    Why Apply? Career advancement to management in as fast as 1–2 years High earning potential (commissions + incentives) Recognition awards and incentive trips Continuous training and certificationsJob Description:Join us as an Insurance Advisor and grow into a leadership role. This is an opportunity for ambitious professionals who want to maximize their...