Financial Solutions Advisor jobs in Philippines

A leading financial services firm in the Philippines is seeking a Financial Advisor to provide personalized financial advice and solutions. This full-time role involves building client relationships, offering financial product guidance, and conducting assessments to assist clients in achieving their financial goals. The ideal candidate should possess client-facing sales experience and relevant...

A leading global insurance brand in the Philippines seeks a Financial Sales Executive to engage with customers and provide tailored financial solutions in collaboration with Metrobank. The ideal candidate possesses a bachelor’s degree and has 1-2 years of relevant sales experience. Emphasizing relationship management, this role offers the opportunity to contribute to a noble purpose while...

The Financial Solutions Specialist plays a key role by providing tailored insurance and investment solutions to bank clients. Assigned within partner bank branches, this role focuses on building strong relationships with bank personnel and customers, understanding clients financial goals, and delivering suitable financial products while consistently meeting sales targets and compliance...

Job Description The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...

A leading financial services firm in Taguig City seeks dedicated individuals for a Client Support position. Candidates should have a Bachelor's degree in Finance or Business and be fluent in English. Responsibilities include supporting FactSet applications and providing excellent client service. The role requires strong analytical and problem-solving abilities in a dynamic work environment....

This is a self-employed, performance-based role. There is no fixed salary.At Manulife – Aetos Prosperity Unit, we develop Financial Advisors who want more than a traditional corporate career. This role is suited for individuals who want flexibility, faster growth, and the opportunity to build a long-term professional practice while helping Filipino families achieve financial security.As a...

Advisor, Client Solutions page is loaded## Advisor, Client Solutionslocations: Philippines, Manila, One Le Grand Tower (Manila - One Le Grand)time type: Full timeposted on: Posted Todayjob requisition id: R30954FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use...

A leading financial institution in Metro Manila is seeking a Virtual Sales Advisor to engage clients and present product solutions aligned with business objectives. Responsibilities include facilitating Virtual Account Opening processes and conducting Enhanced Due Diligence. The ideal candidate holds a bachelor's degree and has a minimum of 2 years' sales experience with strong interpersonal...

Korean Bilingual | Advisor, Client Solutions FactSet Taguig, National Capital Region, Philippines FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we...

Role Description This is a full-time on-site role for a Financial Advisor based in the National Capital Region, Philippines. The Financial Advisor will assist clients by assessing their financial needs, creating personalized financial plans, and providing guidance on financial products and strategies. Responsibilities include offering investment advice, consulting on retirement planning, and...

A leading insurance and financial services company in the Philippines is seeking a dedicated Financial Advisor. In this role, you will guide clients in achieving their financial goals through tailored planning and insurance solutions. The position offers flexible hours and is commission-based, with opportunities for training and professional development. You'll engage with clients to build...

Overview Be an Executive Financial Advisor in Cebu City | Earn up to 26K Base Salary + Incentives: - Earn additional P20,000.00 monthly position incentive! - 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...

As a Financial Advisor, our primary responsibility is to help clients make informed financial choices by offering expert guidance on financial planning, investments, insurance, and related solutions. By understanding each client’s unique goals, we will craft strategies to support their journey toward financial stability and success. Key Responsibilities Client Relationship Management - Build...

Overview Sun Life is a leading global financial services company headquartered in Canada, offering insurance, retirement, and investment solutions to individual and corporate clients worldwide. In the Philippines, Sun Life provides diverse financial planning services, including life insurance, investment products, and health-focused offerings, catering to various life stages and needs. As the...

A global insurance company is seeking a Financial Sales Executive in Laguna. You will engage in lead generation, conduct financial needs analysis, and build relationships with bank partners. The role requires a Bachelor's degree and at least 1-2 years of sales or customer service experience. Excellent communication skills and a desire for professional development are essential. Fresh graduates...

A financial services firm in Cebu City seeks a Financial Advisor to help clients achieve their financial goals through personalized advice. Responsibilities include developing client relationships, providing guidance on financial products, conducting assessments, and collaborating with the team. Ideal candidates possess sales experience in financial services and strong communication skills. This...

A leading financial data provider seeks an Advisor, Client Solutions in Manila. The role involves providing intelligent solutions to global clients, managing relationships, and working closely with product development. Candidates should have a relevant master's degree, experience in programming, and strong analytical skills. This position offers the chance to work in a dynamic environment with...

About the role As a Financial Advisor at Hawk's Vanguard a Branch Affiliate of MANULIFE PHILIPPINES, you will play a crucial role in helping our clients achieve their financial goals. This full-time position is based in Central Visayas, and you will be responsible for providing personalized financial advice and solutions to our valued customers. What you'll be doing - Developing strong...

A leading financial services provider seeks Financial Sales Executives to join their team in Metrobank branches. Candidates will be responsible for lead generation, conducting financial needs analysis, and strengthening customer relationships. This role requires at least a Bachelor's degree and strong communication skills, providing an opportunity for professional development. The position...

About the role As a Financial Advisor at Hawk's Vanguard a Branch Affiliate of MANULIFE PHILIPPINES, you will play a crucial role in helping our clients achieve their financial goals. This full-time position is based in Central Visayas, and you will be responsible for providing personalized financial advice and solutions to our valued customers. What you'll be doing - Developing strong...