Financial Planning Consultant

1 week ago

Valenzuela Metro Manila, Philippines Michael Oliver De Asis Insurance Services Inc. Full time ₱30,000 - ₱60,000 per year

Help empower Filipinos to make informed financial decisions. We are looking for individuals who want a purposeful career centered on client care, guidance, and long-term financial wellness.


About the Role

As a Financial Care Specialist, you will support clients in understanding financial options available to them and guide them in creating plans aligned with their personal goals. You will receive structured training to build your expertise in financial planning and client relationship management.

This role is open for part-time or full-time involvement and can be done remotely.


Responsibilities


• Engage with clients to understand their financial priorities and concerns

• Share appropriate protection and financial wellness programs based on client needs

• Provide ongoing support, follow-ups, and periodic financial check-ins

• Take part in training, workshops, and certification programs

• Maintain professionalism and regulatory compliance at all times


Qualifications


• Bachelor's degree (any field)

• Based within Luzon

• Strong communication and people-engagement skills

• Willing to undergo continuous learning and development

• Not affiliated with MLM / networking groups

• No finance or sales experience required


What You Will Gain


• Remote work arrangement with flexible scheduling

• Skills and knowledge in financial planning and client engagement

• Performance incentives and development programs

• Local and international learning exposures (qualification-based)

• Group protection and health benefits (based on company criteria)

• Clear pathways for professional and leadership growth


If you aspire to build a career that blends flexibility, learning, and meaningful client impact, we invite you to apply and explore this opportunity.

  • Part-Time - Pru Life UK Financial Consultant

    7 days ago

    Bonifacio Global, Metro Manila, Philippines Financial Advisor Full time ₱360,000 - ₱720,000 per year

    About usPrudential plc provides life and health insurance and asset management, with a focus on Asia and Africa. We help people get the most out of life, by making healthcare affordable and accessible and by promoting financial inclusion. We protect people's wealth, help them grow their assets, and empower them to save for their goals. The business has more...

  • Financial Consultant

    22 hours ago

    Manila, Philippines Pru Life UK Full time

    Financial Consultant Location: Manila, National Capital Region, Philippines Financial consultants provide professional advice and guidance to individuals, businesses, or organizations on all aspects of their financial matters, ensuring sustainable growth and risk management. Responsibilities Investment Advice Retirement Planning Tax Planning Debt Management...

  • Financial Planning Analyst

    21 hours ago

    , Metro Manila, Philippines Dewan Design Office Inc. Full time

    About the Role The Financial Planning Analyst is responsible for planning, forecasting and analyzing activities that support the company's major business decisions and overall financial health. What you'll be doing Perform monthly detailed analysis on project and business performance and various KPIs including cost controlling, project break even, working...

  • Financial Consultant

    1 week ago

    Valenzuela, Philippines FWD Life Insurance Corporation Full time

    Overview Analyze clients' financial needs and goals. Develop personalized financial plans and strategies. Provide investment advice and portfolio management. Monitor financial progress and make necessary adjustments. Stay updated on market trends and regulations. Build and maintain strong client relationships. Deliver presentations and reports to clients....

  • Financial Consultant

    6 days ago

    Manila, National Capital Region, Philippines Pru Life UK Full time ₱400,000 - ₱800,000 per year

    Job DescriptionA Financial Consultant is a professional who provides advise and guidance to individuals, businesses, or organizations regarding their financial matters. Their job description typically includes:Financial AnalysisInvestment AdviceRetirement PlanningTax PlanningRisk ManagementEstate PlanningDebt ManagementFinancial EducationMarket...

  • Financial Planning

    1 week ago

    Manila, National Capital Region, Philippines Monee Full time ₱400,000 - ₱800,000 per year

    Job DescriptionPrepare monthly, annual and long term forecast for balance sheet and profit & loss.Monitor and analyze the difference between actual versus budget on a monthly basis.Prepare management reports including regional and BOD materials.Prepare financial analysis for balance sheet and profit & loss accounts monthly.Simulate financial forecasts and...

  • Financial Systems Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines RVNA Technologies Full time ₱900,000 - ₱1,200,000 per year

    Job Title: Financial Systems ConsultantCompany: RVNA TechnologiesLocation: Remote (Manila, Philippines)Job Type: Full-TimeAbout RVNA:RVNA Technologies is a rapidly growing consulting firm delivering financial transformation solutions across the Americas and Europe. We specialize in implementing market-leading performance management platforms like Vena,...

  • Financial Planning Associate

    3 weeks ago

    Manila, Philippines STAFFVIRTUAL Full time

    Financial Analyst This role will be a key asset in the future growth of the company. This individual will be part of the FP&A team and will support the Companys financial forecasting, annual budgeting process, operating plan variance analysis and special projects. S/he will provide financial consulting and strategic support to senior management including...

  • Financial Planning Associate

    2 weeks ago

    Manila, Philippines STAFFVIRTUAL Full time

    Financial Analyst This role will be a key asset in the future growth of the company. This individual will be part of the FP&A team and will support the Companys financial forecasting, annual budgeting process, operating plan variance analysis and special projects. S/he will provide financial consulting and strategic support to senior management including...

  • Financial Consultant

    6 days ago

    Libis, Metro Manila, Philippines FWD Life Insurance Corporation Full time ₱800,000 - ₱1,200,000 per year

    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...