Part-time Financial Consultant

Company DescriptionWolf Summit Life Insurance Agency is dedicated to spreading financial literacy and building trust with clients through education, transparency, and personalized service. We prioritize empowering individuals and businesses to make informed financial decisions. Our approach is client-focused, ensuring that every financial plan is tailored to...

Job OpportunityWe are seeking a skilled professional to fill the role of Financial Wealth Planner. This is a part-time position that can be worked from home, offering flexibility and work-life balance.Key ResponsibilitiesEstablish relationships with clients through online and face-to-face meetings, identifying their financial goals and needs.Provide...

Company DescriptionPru Life UK has operated in the Philippines for 29 years and boasts the largest agency force with over 39,000 licensed financial advisers. We pioneered investment-linked insurance in the Philippines and are committed to providing accessible and affordable health and wealth protection solutions. As one of the leading insurers in the...

Explains the type of financial services to clients, assess the client's financial situation, develops financial strategies and monitor client's financial situation. A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients' financial needs and help them make...

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...

Hybrid - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionEmployee Recognition and RewardsPerformance Bonus, IncentivesInsurance Health & WellnessHealth Insurance, HMOOthersCompany Social EventsProfessional DevelopmentCareer DevelopmentWork-Life BalanceFlexible Hours, Work from HomeDescriptionAssess clients' financial needs, goals, and risk tolerance....

Looking for a career with purpose? Join us as a Financial Advisor and make a difference in the lives of your clients and in your family's tooQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year course)Willing to be trainedSales experience is not requiredWhat we do as a Financial Advisor?Attend online trainingsWFH set upDo client...

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,...

art-Time Accountant (On-Site: 1–2x/Month)We are looking for a part-time accountant to support our financial operations on a flexible basis. The ideal candidate will assist with monthly filings, respond to accounting-related queries, and ensure our records and submissions remain compliant with regulatory requirements. This is an ideal role for an...

Job Title: Part-Time Financial Advisor Location: Philippines (Remote/Flexible) Part-Time Financial Advisor Are you passionate about helping others achieve financial success? Do you enjoy working with people and providing expert guidance? If so, we have the perfect opportunity for you About the Role: We are looking for a motivated and client-focused Part-Time...