Financial Advisor

We are seeking a proactive and customer-oriented Financial Advisors to promote and sell insurance and financial products within a bank branch setting. You will work closely with bank staff to identify client needs, provide expert financial advice, and offer suitable insurance and investment solutions. Your role is essential in helping clients protect their...

Role Responsibilities:Conduct financial coaching sessions via video call (30–60 min)Help young professionals craft a financial plan: budgeting, debt repayment, savings, investmentsRecommend entry-level investment products and insuranceProvide regular check-ins to assess progress and adjust plansCreate content (webinars, articles) to educate clientsPerks /...

This position will be responsible for developing new client relationships and managing existing clients with U.S.-based private pensions and retirement accounts.Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals living abroad....

Job DescriptionShape the future of trading services by joining a team dedicated to operational excellence and risk management. Unlock your potential as you collaborate with industry professionals and drive process improvements. Be at the heart of scalable solutions and effective controls management. Make your mark by ensuring a customer-centric approach in...

Join our team from the comfort of your home-no commute, no hassleEmbrace the benefits of a Full-time Independent Contractor Agreement-keep 100% of your earnings with no deductions, allowing you to maximize your income and invest in your future.About Us: ElaxisWe redefine virtual workforce solutions with a dedicated focus. We connect businesses with top-tier...

DescriptionShape the future of trading services by joining a team dedicated to operational excellence and risk management. Unlock your potential as you collaborate with industry professionals and drive process improvements. Be at the heart of scalable solutions and effective controls management. Make your mark by ensuring a customer-centric approach in every...

Qualifications:Must hold a Bachelors degree.At least 6 months of experience in direct (hard) selling; background in sales, banking, insurance, or customer service is preferred.Strong communication, negotiation, and interpersonal abilities.Self-driven, goal-oriented, and committed to delivering excellent customer service.Capable of working both independently...

As our Controller for multiple high-growth startups and early-stage businesses, you will work directly with company founders and their teams to become a trusted advisor. Our ideal candidate is a proactive, solution and detail-oriented self-starter who thrives in a diverse and fast-paced environment. In this role, you'll demonstrate proficiency in managing...

Say hello to opportunities at Acquire Asia Pacific Philippines Inc. (Acquire BPO) under the RingCentral account (RingCentral).It's not everyday that you consider starting a new career. We're Acquire BPO, and we're happy that someone as talented as you is considering this role. First, a little about our client: RingCentral is a $2 Billion+ annual revenue...

About AgodaAt Agoda, we bridge the world through travel. Our story began in 2005, when two lifelong friends and entrepreneurs, driven by their passion for travel, launched Agoda to make it easier for everyone to explore the world.Today, we are part of Booking Holdings [NASDAQ: BKNG], with a diverse team of over 7,000 people from 90 countries, working...