436 Financial Professionals jobs in the Philippines
Financial Advisor
Pasay, National Capital Region
Sun Life - Diamond Sales Unit
Posted 9 days ago
Job Viewed
Job Description
Join Our Team as a Financial Advisor!
At Sun Life, we pride ourselves on providing top-notch financial services and personalized advice to our clients. We're currently seeking dedicated and driven individuals to join our team and make a difference in the lives of others. br>Responsibilities:
*Build and maintain client relationships through personalized financial planning and investment strategies
*Conduct thorough financial assessments to understand clients' needs, goals, and risk tolerance
*Develop comprehensive financial plans tailored to clients' unique situations
*Provide ongoing guidance and support to help clients navigate market changes and life events
*Stay informed about industry trends, market conditions, and regulatory changes to better serve clients
Requirements:
*Bachelor's degree in any field
*Previous experience in financial services, banking, or related field is a plus
*Excellent communication and interpersonal skills
*Ability to work independently and as part of a team
*Proven track record of meeting or exceeding goals and client satisfaction metrics
Benefits:
*Competitive commission structure
*Comprehensive benefits package, including health insurance and retirement plans
*Ongoing training and professional development opportunities
*Supportive and collaborative work environment
*Opportunities for advancement and career growth
At Sun Life, we pride ourselves on providing top-notch financial services and personalized advice to our clients. We're currently seeking dedicated and driven individuals to join our team and make a difference in the lives of others. br>Responsibilities:
*Build and maintain client relationships through personalized financial planning and investment strategies
*Conduct thorough financial assessments to understand clients' needs, goals, and risk tolerance
*Develop comprehensive financial plans tailored to clients' unique situations
*Provide ongoing guidance and support to help clients navigate market changes and life events
*Stay informed about industry trends, market conditions, and regulatory changes to better serve clients
Requirements:
*Bachelor's degree in any field
*Previous experience in financial services, banking, or related field is a plus
*Excellent communication and interpersonal skills
*Ability to work independently and as part of a team
*Proven track record of meeting or exceeding goals and client satisfaction metrics
Benefits:
*Competitive commission structure
*Comprehensive benefits package, including health insurance and retirement plans
*Ongoing training and professional development opportunities
*Supportive and collaborative work environment
*Opportunities for advancement and career growth
This advertiser has chosen not to accept applicants from your region.
0
Financial Advisor
National Capital Region, National Capital Region
Venture Smarter
Posted 16 days ago
Job Viewed
Job Description
Earn up to $3,200 per month (depending on experience) as a Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.
br>As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.
Head on over to search on Google for “Venture Smarter” then go to our Career page from the homepage – if you dare to aspire for better in your career!
br>*** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.
Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.
If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ***
Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out – you’ll know we’re the place to be.
br>
What the job entails:
• Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets. < r>• Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases. < r>• Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools. < r>• Stay updated on financial trends and perform market research to identify investment opportunities < r>• Ensure all financial plans and transactions comply with industry regulations and standards. < r>
Job Requirements:
• A bachelor's degree in finance, economics, business, or a related field. < r>• Minimum of 5 years of experience in sales, preferably in a tech or consulting industry < r>• Strong analytical and problem-solving skills. < r>• Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders < r>• In-depth knowledge of financial products and services. < r>• Ability to build and maintain client relationships. < r>• Proficiency in financial software and tools. < r>• High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
br>As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.
Head on over to search on Google for “Venture Smarter” then go to our Career page from the homepage – if you dare to aspire for better in your career!
br>*** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.
Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.
If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ***
Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out – you’ll know we’re the place to be.
br>
What the job entails:
• Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets. < r>• Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases. < r>• Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools. < r>• Stay updated on financial trends and perform market research to identify investment opportunities < r>• Ensure all financial plans and transactions comply with industry regulations and standards. < r>
Job Requirements:
• A bachelor's degree in finance, economics, business, or a related field. < r>• Minimum of 5 years of experience in sales, preferably in a tech or consulting industry < r>• Strong analytical and problem-solving skills. < r>• Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders < r>• In-depth knowledge of financial products and services. < r>• Ability to build and maintain client relationships. < r>• Proficiency in financial software and tools. < r>• High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset
This advertiser has chosen not to accept applicants from your region.
1
Financial Advisor
Imus, Cavite
Sun Life - Diamond Sales Unit
Posted 21 days ago
Job Viewed
Job Description
Provide personalized financial planning and advice
Build and nurture client relationships br>Stay informed about market trends and investment opportunities
Collaborate with a team of experts to deliver comprehensive solutions
Build and nurture client relationships br>Stay informed about market trends and investment opportunities
Collaborate with a team of experts to deliver comprehensive solutions
This advertiser has chosen not to accept applicants from your region.
2
Financial Advisor
Llerena Integrated Financial Experts - Philam Life Davao
Posted today
Job Viewed
Job Description
JOB RESPONSIBILITIES
- Provide expert financial advice through sound financial planning and recommend risk
management initiatives to protect clients’ financial assets.
- Provide insurance-based financial solutions which match clients’ needs and personal and
business goals.
- Complete administrative tasks including maintaining client records, handling policy renewals, policy delivery, claims, etc.
- Continuously build client pool through collaborative relationships with prospects, networking, and referrals, corporate partnerships, etc.
- Align with the unit’s production and recruitment goals by building a sustainable business and constantly pursuing recruitment leads.
JOB QUALIFICATIONS
- Experience in Sales and/or Finance is a plus, but not necessary.
- At least 1-year of working experience.
- Must have a good command of the English language, written or verbal.
- Experience in the field of Insurance or Bancassurance is a plus.
**Job Types**: Full-time, Part-time, Permanent, Fresh graduate
**Salary**: Php25,000.00 - Php50,000.00 per month
**Benefits**:
- Flexible schedule
- Flextime
- Opportunities for promotion
- Work from home
Schedule:
- Flexible shift
- Provide expert financial advice through sound financial planning and recommend risk
management initiatives to protect clients’ financial assets.
- Provide insurance-based financial solutions which match clients’ needs and personal and
business goals.
- Complete administrative tasks including maintaining client records, handling policy renewals, policy delivery, claims, etc.
- Continuously build client pool through collaborative relationships with prospects, networking, and referrals, corporate partnerships, etc.
- Align with the unit’s production and recruitment goals by building a sustainable business and constantly pursuing recruitment leads.
JOB QUALIFICATIONS
- Experience in Sales and/or Finance is a plus, but not necessary.
- At least 1-year of working experience.
- Must have a good command of the English language, written or verbal.
- Experience in the field of Insurance or Bancassurance is a plus.
**Job Types**: Full-time, Part-time, Permanent, Fresh graduate
**Salary**: Php25,000.00 - Php50,000.00 per month
**Benefits**:
- Flexible schedule
- Flextime
- Opportunities for promotion
- Work from home
Schedule:
- Flexible shift
This advertiser has chosen not to accept applicants from your region.
3
Financial Advisor - Cebu
Cebu, Cebu
VCC Link, Inc.
Posted 8 days ago
Job Viewed
Job Description
Engage with clients to understand their financial objectives, needs, and concerns.
Review and assess financial data to create personalized financial plans. br>Suggest suitable financial solutions and strategies, such as insurance, investments, and savings programs.
Qualifications:
College Graduate with no experience can apply
Completed 2nd year + 2 years work experience (Any work experience)
Willing to work Onsite
Monday to Friday (8am-5pm)
Weekends Off
Review and assess financial data to create personalized financial plans. br>Suggest suitable financial solutions and strategies, such as insurance, investments, and savings programs.
Qualifications:
College Graduate with no experience can apply
Completed 2nd year + 2 years work experience (Any work experience)
Willing to work Onsite
Monday to Friday (8am-5pm)
Weekends Off
This advertiser has chosen not to accept applicants from your region.
4
Financial Advisor - Bacolod
Bacolod, Negros Occidental
VCC Link, Inc.
Posted 9 days ago
Job Viewed
Job Description
Responsibilities:
Meet with clients to understand their financial goals, needs, and concerns. br>Analyze client financial information to develop customized financial plans.
Recommend appropriate financial products and strategies (e.g., insurance, investment, savings plans).
Qualifications:
No Experience can apply
Excellent Communication Skills
Willing to Work Onsite
Meet with clients to understand their financial goals, needs, and concerns. br>Analyze client financial information to develop customized financial plans.
Recommend appropriate financial products and strategies (e.g., insurance, investment, savings plans).
Qualifications:
No Experience can apply
Excellent Communication Skills
Willing to Work Onsite
This advertiser has chosen not to accept applicants from your region.
5
Financial Advisor - Cebu
Cebu, Cebu
VCC Link
Posted 12 days ago
Job Viewed
Job Description
Responsibilities:
Meet with clients to understand their financial goals, needs, and concerns. br>Analyze client financial information to develop customized financial plans.
Recommend appropriate financial products and strategies (e.g., insurance, investment, savings plans).
Qualifications:
No Experience can apply
Excellent Communication Skills
Willing to Work Onsite
Meet with clients to understand their financial goals, needs, and concerns. br>Analyze client financial information to develop customized financial plans.
Recommend appropriate financial products and strategies (e.g., insurance, investment, savings plans).
Qualifications:
No Experience can apply
Excellent Communication Skills
Willing to Work Onsite
This advertiser has chosen not to accept applicants from your region.
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6
Financial Advisor - Iloilo
Iloilo, Iloilo
VCC Link
Posted 12 days ago
Job Viewed
Job Description
Responsibilities:
Meet with clients to understand their financial goals, needs, and concerns. br>Analyze client financial information to develop customized financial plans.
Recommend appropriate financial products and strategies (e.g., insurance, investment, savings plans).
Qualifications:
No Experience can apply
Excellent Communication Skills
Willing to Work Onsite
Meet with clients to understand their financial goals, needs, and concerns. br>Analyze client financial information to develop customized financial plans.
Recommend appropriate financial products and strategies (e.g., insurance, investment, savings plans).
Qualifications:
No Experience can apply
Excellent Communication Skills
Willing to Work Onsite
This advertiser has chosen not to accept applicants from your region.
7
Financial Advisor - Bacolod
Bacolod, Negros Occidental
VCC Link
Posted 12 days ago
Job Viewed
Job Description
Responsibilities:
Meet with clients to understand their financial goals, needs, and concerns. br>Analyze client financial information to develop customized financial plans.
Recommend appropriate financial products and strategies (e.g., insurance, investment, savings plans).
Qualifications:
No Experience can apply
Excellent Communication Skills
Willing to Work Onsite
Meet with clients to understand their financial goals, needs, and concerns. br>Analyze client financial information to develop customized financial plans.
Recommend appropriate financial products and strategies (e.g., insurance, investment, savings plans).
Qualifications:
No Experience can apply
Excellent Communication Skills
Willing to Work Onsite
This advertiser has chosen not to accept applicants from your region.
8
Virtual Financial Advisor
Makati, National Capital Region
Imperium Blaze Life Insurance Agency
Posted 23 days ago
Job Viewed
Job Description
Looking for a flexible remote career with strong income potential?
Join our growing team as a Virtual Financial Advisor and help individuals secure their future through tailored insurance and investment solutions—all from the comfort of your home. br>
Key Responsibilities:
– Connect with qualified leads and offer goal-based financial planning < r>– Educate clients on savings, protection, and investment opportunities < r>– Conduct online consultations to assess client needs < r>– Build and maintain long-term relationships < r>– Manage your own schedule while meeting client needs effectively < r>
What We Offer:
– Work-from-home setup with a flexible schedule < r>– Full training and one-on-one mentorship—no finance background required
– Personal growth, leadership tracks, and team support < r>– A purpose-driven community focused on financial empowerment < r>
Qualifications:
– Bachelor’s degree in any field (fresh graduates welcome)
– Self-motivated and coachable < r>– Must have a laptop and stable internet connection
Join our growing team as a Virtual Financial Advisor and help individuals secure their future through tailored insurance and investment solutions—all from the comfort of your home. br>
Key Responsibilities:
– Connect with qualified leads and offer goal-based financial planning < r>– Educate clients on savings, protection, and investment opportunities < r>– Conduct online consultations to assess client needs < r>– Build and maintain long-term relationships < r>– Manage your own schedule while meeting client needs effectively < r>
What We Offer:
– Work-from-home setup with a flexible schedule < r>– Full training and one-on-one mentorship—no finance background required
– Personal growth, leadership tracks, and team support < r>– A purpose-driven community focused on financial empowerment < r>
Qualifications:
– Bachelor’s degree in any field (fresh graduates welcome)
– Self-motivated and coachable < r>– Must have a laptop and stable internet connection
This advertiser has chosen not to accept applicants from your region.
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