Financial Advisor
Part-time
Sun Life Grepa Financial, Inc.
Description - Provide financial planning and investment advice to clients.
- Develop and maintain relationships with clients to understand their financial goals.
- Conduct market research to identify potential financial products and services.
- Present financial plans and recommendations to clients effectively.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
- Experience Level: 0–2 years
- Skills and Competencies: Strong communication skills, sales skills, presentation skills
- Qualities and Traits: Client-oriented, proactive, and detail-oriented
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Nueva Ecija vacancy
- Description Provide expert advice on beauty products and services to customers. Assist customers in choosing the right products based on their individual needs. Maintain accurate inventory levels and assist in inventory management. Conduct sales training sessions...
- ...Leads, recruits, and develops a team of financial advisors to achieve sales targets. Drives business growth through strategic planning, coaching, and performance management. Builds a strong pipeline, ensures consistent production, and delivers excellent client service...
- ...Description Prepare and maintain accurate financial records and statements. Ensure compliance with accounting standards and regulations. Assist in the preparation of tax returns and financial audits. Analyze financial data and provide insights to management...
- ...months of employment Direct hire and regular employment Birthday Leave Wellness Leave Empower Filipinos with innovative financial solutions at Home Credit Philippines. Click Apply Now and join a company where there are #NoSmallRoles and everyone is important....
- ...that the store meets all sales, profit, and customer service goals. • Oversee opening and closing procedures, cash handling, and financial reporting. • Maintain proper store layout, cleanliness, and product display. 2. Inventory Management • Monitor stock levels...
- ...growing Finance team. In this role, you will be responsible for supporting day-to-day accounting operations, maintaining accurate financial records, and ensuring compliance with company policies and Philippine statutory requirements. You will play a key role in managing...
- ...KTC Solutions Philippines, Inc. is seeking a highly organized and analytical Accounting / Budget Analyst to support project financial management and cost control. The Accounting / Budget Analyst will be responsible for maintaining accurate project budgets, monitoring...
- ...Key Responsibilities: Manage and maintain accurate financial records, including accounts payable and receivable. Prepare and analyze financial reports, budgets, and statements. Ensure compliance with accounting standards and company policies. Assist in tax...
- ...Duties & Responsibilities Maintain accurate and up-to-date financial records of all transactions — receipts, invoices, payments, etc. Perform data entry of financial data into our accounting system; ensure consistency and accuracy. Prepare and process invoices...
- ...motivate branch staff to deliver excellent results Ensure proper inventory management and showroom display standards Monitor financial performance and prepare reports for management Build strong relationships with customers and local stakeholders Ensure...
- ...Experience Level: Less than 1 year Skills and Competencies: Flexibility, handling personnel, heavy lifting, organization, financial literacy Working Conditions: Physically demanding, requires standing for long periods, and working in varied temperature environments...
- ...controlling portfolio at risk (PAR). Analyze branch performance reports and implement action plans to improve operational and financial results. Supervise, coach, and evaluate Branch Managers and branch personnel to improve productivity and performance. Conduct...
- ...resolve customer issues promptly. Train, mentor, and supervise staff to enhance performance and career development. Monitor financial performance and prepare reports for management. Educational Qualifications: Bachelor's degree in Business Administration, Marketing...
- ...Monitor industry trends Track and report on business development activities, sales performance, trends Prepare costing and basic financial analysis Support for franchise, distributor, and business development projects Procurement & Supplier analysis...
- ...systems and documentation. Prepare and edit correspondence, reports, and presentations. Assist in the preparation of budgets and financial reports. Requirements Educational Qualifications: Bachelor’s degree in Business Administration or a related field....
- ...Description Manage and maintain the general ledger, ensuring accuracy and compliance with accounting standards. Prepare and analyze financial statements, providing insights on financial performance. Conduct reconciliations of accounts to ensure data integrity and...
- ...clients. Maintain accurate records of interactions with clients. Graduate of any 2 or 4 year course; Experience in lending or financial institution is an advantage; Could drive a motorcycle and holder of professional driver’s license; Task involves...
- ...professional individual to fill the role of Bookkeeper / Finance Officer. This position is critical to the integrity of the company’s financial operations and requires full confidentiality, accuracy, and accountability. The successful candidate will be willing to sign a Non...
- ...base Ensure proper handling of the information being provided Maintain compliance with all the rules and regulations in the financial industry BENEFITS Unlimited income opportunity Cash incentives International and local travel incentives Special...
- ...suggesting methods of payments. Negotiating suitable payment plans. Maintaining customer payment records. Preparing customer financial statements for banks and the state credit department. Writing final notice warnings to customers when payments are not being...
- ...Conduct financial audits to ensure accuracy and compliance. Conduct audits, analyze financial statements, and report findings. Evaluate internal controls and risk management processes. Prepare detailed reports on audit findings and recommendations. Collaborate...
- ...or unfavorable variances. Coordinate with Finance, Procurement, and project teams on cost reporting, payment requirements, and financial documentation. Monitor project forecasts and provide management with timely updates on project financial status. Implement appropriate...
- ...the chains of poverty in the Philippines. LBF is backed by its 2 pillar programs: The Ikabuhi Microfinance Program (IMP) for financial services and the Sustainable Development Program (SDP) for social services. Job Title: Junior Auditor Location: San Jose...
- ...Job: As a Banking Sales Officer, your primary responsibility is to achieve the bank's sales targets by offering customer-centric financial solutions that align with the unique needs and aspirations of the clients. In this client-facing role, you will serve as the main...
- ...with minimal supervision. Responsibilities - Handle the end-to-end accounting process, from recording transactions to preparing financial reports. - Process accounts payable and accounts receivable transactions. - Prepare and post journal entries and maintain the...
The Vito Group
San Isidro, Nueva Ecijaa month ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
