Financial Consultant

Meet mandatory sales metrics through the sale of quality businesses and support the company's mission to provide financial planning to the public. Maintain professionalism and abide by the policies set by the company and its regulators, including interactions with bank partners and clients.Responsibilities:Undertake financial planning interviews Analyze,...

4 days ago, be among the first 25 applicants. Get AI-powered advice on this job and access more exclusive features. Company Description: AXA Philippines is a leading insurance company formed as a joint venture between the AXA Group and Metrobank Group. With a commitment to protecting over 1.5 million individuals, we offer a comprehensive range of life and...

Position Type: Full-timeType Of Hire: Experienced (relevant combination of work and education)Education Desired: Bachelor of FinanceTravel Percentage: %As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our colleagues work...

Provide consulting and advice about an individual's or entity's finances, and help individuals and companies reach their financial goals sooner by providing our clients with strategies and ways to create more wealth, reduce costs, or eliminate debts.Job Types: Full-time, Part-time, Fresh graduatePay: Php20, Php30,000.00 per monthBenefits:FlextimeWork from...

Assess clients' financial needs, goals, and risk tolerance.Develop customized financial plans, including investments, insurance, and retirement strategies.Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.Monitor and update clients' financial plans based on market trends and life changes.Educate clients on...

Job Summary:As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution...

Hybrid - Makati Fresh Graduate/Student Bachelor Full-time Job DescriptionDescriptionFinancial Advisor - PRU LIFE UK Join Pru Life UK as a Financial Advisor and help Filipino people achieve their financial goals through financial advice and planning. As a key member of our team, you will provide tailored solutions, sell financial products, and build lasting...

TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll Bring:Drive Philippine credit solution consulting services with aim to probe and identify clients' critical business issues, develop solutions to address the clients' needs and support solution development.What You'll Bring:This position requires 5-10 years...

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: Drive Philippine credit solution consulting services with aim to probe and identify clients' critical business issues, develop solutions to address the clients' needs and support solution development. What You'll Bring: ...

TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll BringDrive Philippine credit solution consulting services with aim to probe and identify clients' critical business issues, develop solutions to address the clients' needs and support solution development.What You'll BringThis position requires 5-10 years...