Entry Level Wealth Planner – Psychology Graduates

A Financial Wealth Planner provides personalized financial advice and solutions to help client achieve their life goals -whether it's protecting their income, preparing for retirement, building wealth, or funding future needs like education or healthcare. The role combines financial expertise, relationship building, and strategic planning.

About the RoleUse your creativity and planning background to design wealth strategies for clients.What You'll Do• Virtual consultations• Recommend tailored plans• Handle applications• Monitor client progressWhat We Offer• Flexible remote work• Commission income• Ongoing mentorship• Training providedApply now.

We are looking for a detail-oriented and organized Data Encoder to join our growing team in Cebu City. The role involves accurately inputting, updating, and maintaining information in our database systems. You will ensure data integrity and consistency while supporting various departments with timely and precise data entry.As an Entry-Level Data Encoder, you...

We are looking for motivated individuals to join our growing team as Office Staff in our Cebu City location. This is an excellent opportunity for those who want to start a career in a professional office environment. No prior experience is necessary—we provide full training to help you build the skills you need to succeed. All we ask is that you bring a...

Customer Care Representative Entry Level Onsite Work Job Description Provide outstanding support to customers by answering their inquiries, processing requests, and offering appropriate solutions. You’ll represent the company professionally and ensure a positive experience on every call. Seniority level Entry level Employment type Full-time Job function...

PERKS & BENEFITS:Medical insurance including dependents (upon regularization; free)Life insurance (upon regularization)Paid VL upon regularizationPaid SL convertible to cashLongevity payEmployee Engagement activitiesEmployee discount (10%) on all employee SFI outlet storesJob Description:Plan for Material Requirement of every Open Order. Determine material...

AVP – Relationship Manager (Wealth Sales) The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, working with the ranches and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB and HIIB). This will be achieved by helping clients actively manage their investment...

About Dedale:Dedale is the differentiating source of strategic intelligence in the technology space. With a unique team of over 100 full-time research analysts & planners, Dedale leverages a network of over market professionals to deliver on the ground strategic intelligence to investors and corporates, with a core focus around North America and Europe.Our...

Assess client needs and develop customized financial plans Conduct regular financial reviews and recommend adjustments as needed Help clients set and achieve short-and long-term financial goals Maintain strong relationships through consistent communication and trust-building

Now Hiring! Entry-Level Financial Account Associates (Cebu City - IT Park) Location: IT Park, Cebu City Work Setup: Onsite Schedule: Shifting Schedule Are you ready to start your career in a thriving industry with one of the top BPO companies in the country? We are looking for fresh talents to join our Financial Account team in Cebu City ! Qualifications:...