118 Financial Professionals jobs in the Philippines
Financial Advisor
Posted today
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- 30k - 50k Allowance
- Bonus and Incentives
- Life Insurance
- HMO
- Trip Incentives
- Part-time or Full-time
- Work from home
Qualifications:
- College Graduate
- With Sales Experiencee
- Willing to Undergo Training
- Self driven and Goal Oriented
**Job Types**: Full-time, Part-time
Part-time hours: 40 per week
**Salary**: Php30,000.00 - Php50,000.00 per month
**Benefits**:
- Flexible schedule
- Flextime
- Opportunities for promotion
- Paid training
- Promotion to permanent employee
- Work from home
Schedule:
- 8 hour shift
- Flexible shift
Supplemental pay types:
- 13th month salary
- Anniversary bonus
- Bonus pay
- Commission pay
- Overtime pay
- Performance bonus
- Quarterly bonus
- Tips
- Yearly bonus
**Education**:
- Bachelor's (preferred)
**Experience**:
- Sales: 1 year (preferred)
Financial Advisor (Full time)
Posted 3 days ago
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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 and within a team environment.
Benefits:
- Competitive salary with performance-based incentives
- Additional leave credits, including Birthday Leave
- Various allowances
- Supportive and rewarding work environment
Financial Advisor Associate/Assistant
Posted 14 days ago
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Streamline client journeys and ensure compliance excellence for Australian financial advice services.
Job Overview We are seeking a highly organised and detail-oriented Adviser Support & Workflow Coordinator to assist in delivering timely, accurate, and compliant financial advice and investment services. This role covers the full client lifecycle — from onboarding and compliance tracking to document preparation and implementation — leveraging both industry-standard platforms and AI-powered tools. The ideal candidate will have strong experience in Australian financial services, AdviserLogic CRM, and leading wealth management platforms.RequirementsKey Responsibilities
Client Onboarding & Scheduling
Schedule, confirm, and follow up on client meetings.
Prepare onboarding documents, service agreements, and collect KYC information.
Enter and update client details in AdviserLogic accurately.
Use AI tools to convert audio recordings to diary notes, assist with document creation, and manage follow-ups.
Workflow Management & Compliance
Track client cases in AdviserLogic, ensuring deadlines and compliance requirements are met.
Maintain digital records for audit purposes.
Prepare review documents, meeting packs, and correspondence, leveraging AI-powered tools when appropriate.
Client Service & Communication
Prepare diary notes using AI transcription tools.
Manage client inquiries via email and follow up on pending matters.
Process advice execution, including investment and platform applications.
Liaise with investment platforms, super funds, and third-party providers to ensure smooth onboarding and transfers.
Task & File Management
Use AdviserLogic and AI-driven trackers to manage tasks and monitor pending actions.
Proactively follow up with advisers and third parties on overdue items.
Support workflow compliance checks and general administrative duties.
Qualifications
Minimum 2 years’ experience in adviser support, paraplanning, or virtual assistant role within Australian financial services.
Proficiency in AdviserLogic CRM and Microsoft Office Suite.
Experience with Australian wealth management platforms (e.g., Netwealth, BT Panorama, HUB24, Macquarie Wrap).
Familiarity with AI tools such as ChatGPT, Microsoft Copilot, and transcription tools like Otter.ai.
Strong written and verbal communication skills in professional English.
Knowledge of Australian financial advice compliance (SOA/ROA requirements, privacy regulations).
Bachelor’s degree in Business, Commerce, Finance, Accounting, or related field (additional certifications in financial planning or compliance preferred).
Highly organised, proactive, and able to work independently in a remote environment.
BenefitsHealthy, conducive work environment (Great Place to WorkTM – Certified three years in a row!)Competitive salary16 leave credits + all client-based holidaysDe Minimis/ Allowances (Upon regularization)HMO coverage + dependentLots of opportunities to enhance your skills, acquire new experiences, work among experts, and grow your career.Exposure to world-class, high-level management from local and international direct supervisors.Financial Advisor (Full time) - Bancassurance
Posted 3 days ago
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We are seeking a proactive and customer-oriented Financial Advisors to promote and sell insurance and financial products within a
Financial Advisor - Part Time/Full Time
Posted today
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Job Description
br>Do you want to have a rewarding career? Work and live with purpose? Travel in style? Lead a team? Don’t miss these out! Exciting opportunities await you. < r>
Job Description:
*Mainly revolves around offering financial advise and educating people about insurance-savings-investment and how these services can help your potential clients’ lives in the long run. < r>
*Helps clients accomplish financial objectives by assessing the financial situation.
*Developing and presenting financial solutions such as insurance and investment plans
*Educating the importance of our need and priorities in life through financial literacy
What's in it for you:
* Weekly Commissions
* Performance Bonuses
* Incentives and Recognitions
* Travel opportunities
* Time Flexibility (you can do this part time)
* Work From Home
* Manage your own time
* HMO
* Trainings
* Career Growth
Requirements:
* College Graduate
* Fresh Graduates are welcome to apply
* No work experience required
* Willing to be trained and attend online meetings and trainings
* Stable internet connection
Financial Analyst
Posted today
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**Position Responsibilities:**
- Demonstrates a working knowledge of accounting rules, regulatory rules and/or business processes as it pertains to the accountant's sphere of responsibility (e.g., a set of regulatory filings or
Financial Analyst
Posted 1 day ago
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Financial Analyst
Posted 3 days ago
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Financial Analyst
Posted 7 days ago
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Job Description
**Position Responsibilities:**
Process Migration
+ The job holder is responsible to learn, coordinate and work closely with business unit in migrating accounting and finance processes which includes process documentation - creating comprehensive step-by-step procedure of each processes learned.
+ Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedback and inputs as necessary.
+ Assist the leader in providing updates in the migration.
+ Serve as the contact person of the project team in getting regular updates, challenges encountered, results monitoring of the parallel run.
+ Learn the processes to be migrated and provide timely process documentation following the standard MBPS format as aligned with the Control Tower.
+ Serve as the business unit point of contact for any process issues or task specific queries.
Trainer
+ The job holder is responsible to train junior team members of the processes already migrated. Ensure complete
Financial Analyst
Posted 7 days ago
Job Viewed
Job Description
**Position Responsibilities:**
Process Migration
+ The job holder is responsible to learn, coordinate and work closely with business unit in migrating accounting and finance processes which includes process documentation - creating comprehensive step-by-step procedure of each processes learned.
+ Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedback and inputs as necessary.
+ Assist the leader in providing updates in the migration.
+ Serve as the contact person of the project team in getting regular updates, challenges encountered, results monitoring of the parallel run.
+ Learn the processes to be migrated and provide timely process documentation following the standard MBPS format as aligned with the Control Tower.
+ Serve as the business unit point of contact for any process issues or task specific queries.
Trainer
+ The job holder is responsible to train junior team members of the processes already migrated. Ensure complete