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,...

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....

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...

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...

We are looking for a home-based Financial consultant who will perform the following:-Implement strategies and initiatives to ensure the accomplishment of personal monthly sales targets-Manage the financial portfolio of existing and new clients-Conduct financial awareness seminars for specific organizations and corporationsQualifications:-Graduate of any...

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...

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...

Job Title: Financial Invoicing AuditorJob SummaryThe role of the Financial Invoicing Auditor is to provide review and validation of invoices sent out to various clients. This entails understanding different contractual requirements and developing a methodical approach in testing the accuracy and reliability of invoices. The aim is to maximize revenue and...

We're looking for an experienced Oracle NetSuite Consultant with a strong accounting background to support financial system implementations, optimizations, and integrationsfor a pharmaceutical company headquartered in Mandaluyong City.The ideal candidate will have deep expertise in NetSuite ERP and accounting principles, ensuring efficient financial...

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...