235 Investment Consulting jobs in the Philippines
Financial Advisor
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Company Description
Top Global Summit LIA
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Role Description
This is a part-time hybrid role for a Financial Advisor based in Taguig, with some work from home acceptable. The Financial Advisor will be responsible for providing financial planning and retirement planning services to clients. Day-to-day tasks include analyzing clients' financial situations, recommending investment strategies, and guiding clients in making informed financial decisions. Additionally, the Financial Advisor will manage client portfolios, update clients on financial status, and help clients achieve their financial goals.
Qualifications
Atleast 4 years College Graduat
e No Experience need
ed Open for Fresh College Gradu
ate
Financial Advisor
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Job Description
Urgent Hiring | Financial Advisor at Pru Life UK
Work from Home | No Experience Needed | Fresh Graduates Welcome
About the Role
As a Financial Advisor, you'll guide individuals and families in making smart financial decisions to secure their future. You will offer life insurance, investment products, and financial planning services tailored to your clients' needs—all while building a career that offers time freedom and unlimited income potential.
What We Offer:
• Work-from-home setup
• Full-time or Part-time positions
• No experience needed – we provide comprehensive training
• Open to fresh graduates and working professionals
• Travel incentives, bonuses, and rewards
• Career growth and leadership development
Qualifications:
• Willing to be trained and coached
• Bachelor's degree or any 4 years course
• Must be goal-driven and self-motivated
• Open to learning financial concepts (no finance background needed)
Apply Now and be part of a team that helps protect dreams while living yours
Take note this is Urgent Hiring, please expect an email and text few hours or 1 day after your application. We will contact you through phone number and email
Financial Advisor
Posted today
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Job Description
Financial Advisor in Eastwest Bank - Bacolod Lacson, Mandalagan & Silay | 20K Base Salary + following Incentives:
- Earn as much as P15,000.00 monthly position incentive
- Earn as much as P18,000.00 monthly by performing your qualified best
- Unlimited earning potential from sales commissions and bonuses
Are you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following perks
- Unlimited earning potential
- Work-Life balance with fixed dayshift and weekends off
- Follows Philippine bank holidays
- Fun and engaging workplace
This job is perfect for you if:
You are an effective communicator. You write and speak well. Explaining just about anything to anyone is not a problem for you. You're comfortable communicating in English.
You are an outgoing, socially confident person. Your strong interpersonal skills help you build relationships easily with both your colleagues and customers. This makes you a good team player and confident in your skills.
You are a problem-solver. You can easily identify the problem and use a combination of expertise and logic to come up with your solutions. You also see more than one solution to a problem and find new and productive ways to deal with new problems as they arise. Understands customer needs to provide positive experience for every interaction
You are tech-savvy. You are well-informed about the use of modern technology. You are also proficient in Microsoft applications such as Word, Excel, and Powerpoint.
You are hardworking. You don't stop until you're done and you work with energy and commitment. Because of this, you can get commissions and out of the country trips as incentives for your hard work based on the number of Filipinos you've helped.
Be part of our team and discover a rewarding and meaningful career.
Apply Now
Job Type: Full-time
Pay: Php20, Php35,000.00 per month
Benefits:
- Additional leave
- Company Christmas gift
- Health insurance
- Life insurance
- Paid training
Experience:
- Sales: 1 year (Preferred)
Location:
- Bacolod City (Required)
Work Location: In person
Financial Advisor
Posted today
Job Viewed
Job Description
Responsibilities:
- Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.
- Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.
- Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are achieved.
Qualifications:
- Bachelor's Degree/College Graduate
- Excellent interpersonal skills
- Willing to take IC government licensure exam
- Willing to learn and undergo training
- Flexible work schedule (can work as part time or full time)
Financial Advisor
Posted today
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Job Description
Qualifications
With or without sales experience individuals are welcome to apply as long as you are willing and self-driven to learn the job.
Preferrably college graduate but not required as long as you have resources such as laptop or ipad
Any individuals from any profession can apply
Job Descriptions
Offering financial solutions to clients thru Life Insurance, Investment, Endowment Plans, Health Insurance tailored to their financial goals.
Benefits
Unlimited income opportunity based on your efforts
Time freedom - can work anywhere and anytime based on your own pace
Monthly Bonuses and Incentives*
Quarterly Awards and Incentives*
Travel Incentives (Local and International)*
Great support system and working environment
Free trainings and learning sessions
Can work either full-time or part-time
*Based on performance
Financial Advisor
Posted today
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Job Description
This is not your usual "apply-and-forget" kind of job post.
We're not just looking for agents.
We're building a movement of modern, purpose-driven Financial Advisors who want to live a life of impact, income, and intentional freedom.
If you're someone who is:
Ready to take control of your time
Looking for an income that rewards effort, not attendance
Passionate about helping others with their financial future
Seeking a career with mentoring, community, and growth
Then this might be exactly what you've been praying for.
What We Offer:
Structured training and full mentorship — even with zero experience
Unlimited earning potential (commissions, bonuses, passive income)
Flexible working hours – ideal for moms, side hustlers, career shifters
Local and international travel incentives
Access to award-winning digital tools, marketing systems, and support
A God-centered, high-accountability team culture (Amaryllis Unit )
We're especially excited to meet applicants who are:
- First-time jobbers (fresh grads welcome)
- Career shifters or freelancers
- Stay-at-home moms or OFW returnees
- Sales professionals or BPO agents ready for change
- People who want to make a difference and build wealth
Minimum Requirements:
- At least 21 years old
- College level or graduate of any course
- Based in the Philippines
- Willing to undergo licensing (fully guided process)
How to Apply:
Click "Easy Apply" here on LinkedIn or send a message directly with the words:
"I'm interested – tell me more."
Peachy Marasigan,
Unit Manager – Amaryllis Wealthcare Providers
Sun Life Philippines
Helping Filipinos live brighter & bolder, one plan at a time.
Financial Advisor
Posted today
Job Viewed
Job Description
Financial Advisor in Eastwest Bank - Cauayan, Isabela | 20K Base Salary + following Incentives:
- Earn as much as P15,000.00 monthly position incentive
- Earn as much as P18,000.00 monthly by performing your qualified best
- Unlimited earning potential from sales commissions and bonuses
Are you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following perks
- Unlimited earning potential
- Work-Life balance with fixed dayshift and weekends off
- Follows Philippine bank holidays
- Fun and engaging workplace
This job is perfect for you if:
You are an effective communicator. You write and speak well. Explaining just about anything to anyone is not a problem for you. You're comfortable communicating in English.
You are an outgoing, socially confident person. Your strong interpersonal skills help you build relationships easily with both your colleagues and customers. This makes you a good team player and confident in your skills.
You are a problem-solver. You can easily identify the problem and use a combination of expertise and logic to come up with your solutions. You also see more than one solution to a problem and find new and productive ways to deal with new problems as they arise. Understands customer needs to provide positive experience for every interaction
You are tech-savvy. You are well-informed about the use of modern technology. You are also proficient in Microsoft applications such as Word, Excel, and Powerpoint.
You are hardworking. You don't stop until you're done and you work with energy and commitment. Because of this, you can get commissions and out of the country trips as incentives for your hard work based on the number of Filipinos you've helped.
Be part of our team and discover a rewarding and meaningful career.
Apply Now
Job Type: Full-time
Pay: Php20, Php35,000.00 per month
Benefits:
- Additional leave
- Company Christmas gift
- Health insurance
- Life insurance
- Paid training
Experience:
- Sales: 1 year (Preferred)
Location:
- Cauayan (Isabela, Cagayan Valley) (Required)
Work Location: In person
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Financial Advisor
Posted today
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Job Description
Be a Planner — Join Our Team at AIA Philippines
Unit:
The Planner by Edson Tan
Kidapawan City | September 27, 2025 | 9:30 AM – 12 NN
Are you ready to build a career that empowers lives and creates lasting impact? At
The Planner by Edson Tan
, we're more than just financial advisors—we're legacy builders, educators, and advocates for ethical, client-first solutions.
We're inviting driven individuals to explore a rewarding career in financial planning. Join us for an exclusive recruitment event and discover how you can thrive with AIA Philippines.
Why Join Our Team?
Attractive commissions
Travel incentives
Company shares
HMO & group insurance
Monthly allowance up to ₱20,000 (for qualified candidates)
Event Details:
Cafe Sebastian, 2nd Floor Marta Minimart, Ninoy Aquino Road, Kidapawan City
September 27, 2025
9:30 AM – 12 NN
Whether you're a seasoned professional or just starting out, we provide the tools, mentorship, and culture to help you succeed.
Scan the QR code to register
or reach out directly:
- Let's build something meaningful—together. #FinancialFreedom #AIAPhilippines #ThePlannerByEdsonTan #JoinOurTeam #KidapawanOpportunities #AdvisorCareers #EmpowermentThroughPlanning
Financial Advisor
Posted today
Job Viewed
Job Description
Looking to build a career in the financial services industry? Join our team as a Bancassurance Financial Advisor and start your journey in one of the fastest-growing sectors today
Work Location (Onsite): Manila, Quezon City, Pasig, Taguig, Makati and Parañaque,
Schedule: Monday to Friday | 8am-5pm
What We Offer:
- Competitive pay with high earning potential through incentives
- Comprehensive training and career development programs
- HMO and Life Insurance on Day 1
- Work-Life balance with fixed dayshift and weekends off and follows Philippine holidays
Qualifications:
- College graduate – no experience required
- At least 2nd year college completed with sales or BPO CSR experience
- Strong communication and interpersonal skills
- Willing to be assigned onsite at any of the listed locations
Apply now and start your career in Bancassurance Send your CV to
Financial Advisor
Posted today
Job Viewed
Job Description
Financial Advisor in Eastwest Bank Sta. Rosa or Calamba | 20K Base Salary + following Incentives:
- Earn as much as P15,000.00 monthly position incentive
- Earn as much as P18,000.00 monthly by performing your qualified best
- Unlimited earning potential from sales commissions and bonuses
Are you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following perks
- Unlimited earning potential
- Work-Life balance with fixed dayshift and weekends off
- Follows Philippine bank holidays
- Fun and engaging workplace
This job is perfect for you if:
You are an effective communicator. You write and speak well. Explaining just about anything to anyone is not a problem for you. You're comfortable communicating in English.
You are an outgoing, socially confident person. Your strong interpersonal skills help you build relationships easily with both your colleagues and customers. This makes you a good team player and confident in your skills.
You are a problem-solver. You can easily identify the problem and use a combination of expertise and logic to come up with your solutions. You also see more than one solution to a problem and find new and productive ways to deal with new problems as they arise. Understands customer needs to provide positive experience for every interaction
You are tech-savvy. You are well-informed about the use of modern technology. You are also proficient in Microsoft applications such as Word, Excel, and Powerpoint.
You are hardworking. You don't stop until you're done and you work with energy and commitment. Because of this, you can get commissions and out of the country trips as incentives for your hard work based on the number of Filipinos you've helped.
Be part of our team and discover a rewarding and meaningful career.
Apply Now
Job Type: Full-time
Pay: Php20, Php35,000.00 per month
Benefits:
- Additional leave
- Company Christmas gift
- Health insurance
- Life insurance
- Paid training
Experience:
- Sales: 1 year (Preferred)
Location:
- Laguna (Required)
Work Location: In person