Financial Solutions Advisor jobs in Philippines

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...

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...

AIA Philippines is dedicated to supporting individuals through life’s challenges and opportunities by offering personalized solutions and plans that help transform struggles into successes and dreams into realities. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines helps customers live healthier, longer, and better lives. With a vision to be...

Financial Growth Strategist | IT Risk & Cybersecurity Leader Turned Financial Advocate | Empowering Filipinos to Build Secure, Resilient Futures Build a Career That Changes Lives — Starting with Yours! About Us At Manulife – Aetos Prosperity Unit, we believe financial planning is not just about selling insurance — it’s a mission to build financial security and lasting wealth for Filipino...

Overview Financial Advisor at Manulife Chinabank Life Assurance SM Downtown Premier Branch. ₱25-30K [Monthly]. On-site - Cagayan. 1-3 Years Exp. Bachelor Full-time. Chat & Apply. Job Description - Provide solutions to solve financial problems - Atleast Bachelors degree Working Location SM CDO Downtown Premier, Cagayan, Philippines Posted Posted on 17 January 2025 Explore similar...

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively. - Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation. - Financial...

Allianz PNB Life, established in 2016, is one of the major life insurers in the Philippines and the fastest-growing in terms of premium income. Specializing in Variable Life products, the company also offers a comprehensive range of life protection solutions for individuals and institutions. Headquartered in Makati City, Allianz PNB Life has expanded its reach through a strategic partnership with...

Overview Financial Advisor is a professional who helps people and businesses with their finances. They provide advice on how to save money, reduce debt, and invest. Promote proper savings and also helps client plan for inheritance, Wealth transfer. Retirement planning, and pre-emptive solutions for Life Uncertainties. Responsibilities - Financial Advisor is a professional who helps people and...

Job Summary Finance Adviser professionalize the Financial Management of partner cooperatives. Job Description - Constantly works towards providing partner cooperatives with best‑in‑class solutions and service - Develops and maintains positive and productive working relationship with partner cooperatives and counterparts - Coordinates with the other Advisors for service integration - Conducts...

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 perks! - Unlimited...

Overview Financial Advisors are Licensed Professionals who offer Life and Health Insurance plans. Responsibilities - Teach Financial Wealth Management, - Teaches Investment strategies, - Promote proper savings and also helps client plan for inheritance, - Wealth transfer, - Retirement planning, and pre-emptive solutions for Life Uncertainties. Qualifications / Documentation - Curriculum...

Work from Home-FULL TIME - Financial Advisor Join to apply for the Work from Home-FULL TIME - Financial Advisor role at Pru Life UK. Be among the first 25 applicants. PRU LIFE UK - TEAM KEZIA is a forward-thinking insurance agency dedicated to providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure...

A financial services firm in Makati is seeking a motivated Financial Advisor to provide financial guidance and solutions to clients. The role involves developing personalized financial plans, recommending products, and building relationships with clients. This is a great opportunity for recent graduates, as no prior experience is required and full training will be provided. Join us to help...

A leading international financial services provider seeks a Financial Advisor in Metro Manila to deliver tailored financial advice and investment solutions to clients. The successful candidate will assist clients in financial planning and achieving their long-term goals while working in a hybrid environment. The position requires strong skills in financial planning, excellent communication...

Dreaming of a Career That Truly Makes a Difference? Become a Financial Advisorwith AIA Philippines in Davao City! Are you looking for a purpose-driven career with unlimited earning potential? Do you want to help people secure their future but aren't sure where to start? Good News!AIA Philippines is looking for ambitious individuals like YOU to join our growing team as Financial Advisors! No...

A leading life insurance provider in Metro Manila is looking for a part-time Financial Advisor/Unit Manager. This hybrid role involves engaging with clients to create tailored insurance and financial plans. Successful candidates will have strong communication, interpersonal skills, and knowledge of financial strategies. The position offers structured income programs culminating in significant...