Financial Advisor
Full-time
Work-1 Manpower Recruitment Services
Description - Advise clients on investments, estate planning, and financial decisions.
- Develop and implement personalized financial plans for clients.
- Monitor clients' accounts and provide regular updates on performance.
- Build and maintain strong relationships with clients.
- Stay updated on financial regulations and market trends.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
- Experience Level: 0–2 years in financial advisory or related roles.
- Skills and Competencies: Strong analytical skills, excellent communication, and interpersonal skills.
- Qualities and Traits: Detail-oriented, proactive, and ability to work independently.
- Responsibilities and Duties: Ability to work with diverse clients and tailor financial solutions to their needs.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Pasay vacancy
- ...Here in Sun Life, you can be a Financial Advisor while keeping your full-time job. You’ll have the chance to help secure your friends’ and family’s life insurance, health insurance, investments, and other future cash benefits. It’s a meaningful way to help others while...
- ...Responsibilities Analyze financial data and create personalized financial plans Help clients set and achieve financial goals Build and maintain client relationships Stay up-to-date with financial market trends and regulations Job Requirements Associate...
20000 - 40000 Php
...We are looking for motivated individuals who are passionate about helping others achieve financial freedom. As a Financial Consultant, you will: Analyze clients’ financial data to create tailored financial plans and strategies. Guide clients in setting, managing,...- ...Providing expert advice on investments, insurance, and savings, acting as a trusted partner in their financial journey. This role involves building a client base, creating personalized financial plans, and staying updated on market trends to help individuals and families...
- ...Provides clients with financial planning services, including insurance protection, savings, and investment solutions. Assesses clients' needs, recommends suitable financial products, and builds long-term relationships to help them achieve their financial goals. Plus:...
- ...Description Provide expert financial advice to clients based on their individual needs. Develop personalized financial plans that align with clients’ goals and objectives. Build and maintain strong client relationships through effective communication and trust...
- ...What you’ll do: Assess clients’ financial needs and goals Provide financial planning & product recommendations Educate clients on savings, insurance, and investments Build and maintain strong client relationships Ensure compliance with company policies...
- ...Guide clients in making informed financial decisions. Develop personalized financial plans based on client needs and goals. Monitor and review clients' financial plans regularly to ensure effectiveness. Stay updated with the latest financial products and market...
- ...Provide personalized financial advice to clients based on their individual needs and goals. Assist clients in creating comprehensive portfolios to enhance their wealth management strategies. Develop and maintain strong relationships with clients through effective...
- ...Responsibilities Analyze financial data and create personalized financial plans Help clients set and achieve financial goals Build and maintain client relationships Stay up-to-date with financial market trends and regulations Job Requirements Associate...
- ...Provide financial advice and guidance to clients based on their individual needs. Develop and implement personalized financial plans to help clients achieve their financial goals. Conduct market research to stay updated on financial trends and products. Build...
- ...Financial Advisor (Pru Life UK) Key Responsibilities: Meet with clients to assess their financial needs and goals Recommend suitable insurance, investment-linked, health, education, retirement, or income protection plans Conduct financial needs analysis and...
- ...Client Consultation & Planning: Conducting financial needs analysis to provide tailored insurance and investment solutions. Portfolio Management: Assisting clients with retirement planning, protection, and investment holdings. Sales & Business Development: Expanding...
- ...Financial Advisor (Full-Time / Part-Time) Location: Flexible / Remote Industry: Financial Services Job Overview We are looking for motivated and goal-oriented individuals who want to build a rewarding career in the financial services industry. This opportunity...
- ~ Assess clients’ financial needs and long-term goals ~ Present and explain insurance and investment solutions ~ Build and maintain strong client relationships ~ Conduct financial planning sessions and proposal presentations ~ Assist clients in policy applications...
- ...Financial Consultant / Assistant Unit Manager We are looking for motivated and goal-driven individuals who are open to a rewarding career in the financial industry. Whether you are seeking a part-time sideline or a full-time career opportunity, we welcome fresh graduates...
- ...As a Financial Advisor, you will play a key role in guiding individuals and families toward financial security and success. You will provide clients with tailored advice on insurance, savings, and investment strategies that align with their goals. Your role is both consultative...
30000 - 60000 Php
...Be a Financial Advisor and Start Your Noble Career in the Insurance Industry Join Royals Branch – one of the leading teams under PRU Life UK Responsibilities: • Analyze clients’ financial data and develop personalized financial plans. • Help clients set, manage...- ...are looking for motivated and career-oriented individuals who want to build a long-term profession in the financial services industry. As a Full-Time Financial Advisor, you will help clients achieve financial security through tailored insurance and investment solutions...
- ...Are you an ESL teacher or tutor working hard but still feeling financially stuck? Keep your teaching career while building a second... ...not disappears into bills or loans. As a Sun Life Financial Advisor , you’ll help clients secure their financial future while creating...
- ...Assist clients with their financial planning and investment strategies. Provide education on financial products and services. Develop... ...effectively. Why should you become a Sun Life Financial advisor? As a Sun Life Financial advisor, you manage your own...
- ...Provide personalized financial advice to clients based on their financial goals. Develop and maintain strong client relationships through effective communication and trust-building. Assess clients' financial situations and recommend appropriate investment strategies...
- ...Key Responsibilities Assess clients’ financial goals and recommend suitable insurance and investment plans Create personalized financial strategies for savings, protection, and wealth growth Maintain and strengthen long-term client relationships Stay updated...
- ...want to improve their quality of life by fulfilling our team's mission of helping our fellow Pinoys through financial literacy. Ethical Wealth/Financial Advisors raise the awareness of Filipinos when it comes to protecting their hard-earned money and growing their...
- ...Provide personalized financial advice and investment strategies to clients. Develop and maintain strong relationships with clients to enhance customer loyalty. Conduct market analysis to identify potential investment opportunities. Assist clients in achieving...
- ...We're not just another job – we're a community of game-changers shaping the future of tech, finance, travel, and more. As an Advisor, you'll join the movement powering the brands that define tomorrow. Let’s challenge the status quo together! Sounds exciting? Read...
- Description Provide personalized beauty advice and recommendations to customers. Demonstrate and sample products to enhance customer experience. Maintain cleanliness and organization of the beauty area. Stay updated on the latest beauty trends and product launches...
- Description Provide expert advice on cosmetics and skincare products to customers. Assist customers in selecting appropriate beauty products based on their individual needs. Maintain an organized and visually appealing display of beauty products. Stay updated...
- ...Join Pru Life UK as an Insurance Agent (Financial Advisor) and help individuals and families achieve financial security through life insurance, health protection, and savings solutions. Responsibilities Meet and assist potential clients. Conduct a financial needs...
- ...We are seeking motivated and goal-oriented individuals to join our team as Financial Advisors. This role is responsible for providing clients with sound financial guidance, helping them build and protect their financial future through appropriate solutions and long-term...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
